The American dream of a long, fulfilling retirement is becoming a reality for more people than ever before. As people are more aware of investment and saving, they are building their retirement portfolios stronger than ever. With increasing life expectancy—the US Census Bureau reports a growing number of Americans reaching their 90s and beyond—ensuring your […]
There is no question that the U.S. economy is beginning to slow down. I pride myself on being an observer of many things around me. I’ve noticed that restaurants are emptying and have available tables at lunch and dinner when last year it was almost impossible to get a quick reservation. At Peet’s Coffee yesterday, […]
According to a 2019 Charles Schwab survey, about 59% of Americans considered themselves savers. However, more recent studies show that around 63% of people in the same demographic live paycheck to paycheck. When you’re just starting out, it can feel like your paychecks barely cover rent, utility bills, debt payments, and groceries. However, during inflationary […]
In this episode of “Meet the Expert,” host Elliot Kallen sits down with Fred Carey, the CEO of Idea Pros. Fred shares his experience of starting multitudes of companies and guiding new entrepreneurs. They discuss the phases of entrepreneurship, the importance of innovation, the role of perseverance, balancing life and business, and planning for the […]
We are all aware of the 4th of July when we celebrate American Independence, the Declaration of Independence, the Bill of Rights, and the inspiring phrase, “Life, Liberty and the Pursuit of Happiness.” This phrase is one of the cornerstones of our daily lives here in this great Republic. Travel around the world, and you’ll […]
In this episode of “Meet the Expert,” Elliot Kallen, CEO of Prosperity Financial Group, interviews Mark O’Donnell, CEO of EOS Worldwide, a company that specializes in managing human energy through the Entrepreneurial Operating System (EOS). They delve into the importance of vision, traction, and healthy teams, and discuss how EOS helps businesses align their leadership […]
As we enter the second half of 2024, an election year with all types of volatility, we should continue to think about where we desire our wealth to go, while we are still alive or post-death. Planning here is always advantageous, or we may be giving the state and federal governments a large bulk of […]
I am quite sure you have no idea what I am talking about. Even if you aren’t the shopper in the family or would never purchase frozen peas or corn, why is this relevant to bond accounts? Experts predicted that the Federal Reserve Bank would lower interest rates at least three times this year, beginning […]
In this episode of “Meet the Expert,” host Elliot Kallen sits down with Liz Elting, the visionary co-founder of TransPerfect. Liz shares her incredible journey from starting a business in an NYU dorm room to building the world’s largest language solutions company. She also discusses her philanthropic efforts, the importance of resilience and discipline in […]
What kind of son would I be if I didn’t pen a mushy, heartfelt note this Mother’s Day? Today, and indeed every day, is a perfect opportunity to acknowledge the extraordinary efforts our mothers put into raising us. They endured sleepless nights during our early years, managed countless diaper changes, nursed us through illnesses, constantly […]
