I recently had the opportunity to sit with the President in the Oval Office for a conversation about matters past and present. The transcript that follows has been edited for brevity and clarity. Editing it for sanity would have been too much of a stretch. In the transcript, I’m identified as YT (yours truly), and […]
The Secure Act 2.0 impacts saving and investing for just about everyone, and especially those about to retire. Are you ready to take full advantage of all the new retirement laws? Many people are relying on their financial advisor to understand and take advantage of all the new rules. Investor advocate and Wealthramp founder Pam […]
Setting Yourself Up Right: Choosing your financial advisor can be easy once you know what you’re looking for. These five steps will help you find the smart fit for you. 1. Get clear on what your financial advisor will deliver. There’s a difference between a broker and an independent financial advisor. Brokers or insurance agents […]
When it comes to optimizing your financial wellness, many believe that expert and unbiased financial advice is too expensive or out of reach. But that’s not always true. It’s essential that you understand how your financial advisor is compensated, so you can truly trust advice that could make or break your retirement goals. You don’t […]
For many couples, no amount of therapy, date nights, chocolate or flowers is enough to keep their marriage going. When divorce becomes the only option, it’s important to start planning because the process is often emotional. That’s especially true when it comes to handling the financial aspects of divorce. You can get caught up in […]
Sometime during my Holiday Season musings, I came across two posts from the editors at LinkedIn News. Since I detected no tongues in cheeks, I took them to be evidence of the extent to which we’ve become purely reactive; that is, in the absence of critical thinking, questioning, and anticipation, we observe and react. That’s […]
How I Got Started I started out going to college and learning that I was extremely interested in working with numbers. After graduating, I decided I wanted to pursue becoming a CPA. After I finished up my Master’s, it was around 2008 and as many are aware, the market crash happened, so I ended up […]
Good night holidays, good morning New Year’s resolutions Ahh the joy of the holiday season as friends and family gather around the tree, menorah, kinara or Festivus Pole. A chance to get caught up with everyone, dust off some board games and remove the tinsel from the carpet before the cats do. Turns out that […]
Billionaire Warren Buffet still lives in the house he bought in 1958 for $31,500. Mega-star Keanu Reeves is worth over $350M but says he’s happier living a modest lifestyle rather than in a Hollywood mansion. In fact, he didn’t own a home for many years after he became a famous, high-paid actor. And Virgin Group […]
Let’s talk about commissions. For many professions—like real estate agents, sales professionals, brokers and artists—it’s a compensation structure to which we’ve become accustomed. They make money when you make a purchase related to the services they provide. But when it comes to commissions and financial advisors—whoa, hold your horses. We’ve been conditioned to think that […]
