Thomas and his wife were headed out on a cruise to celebrate his birthday. They were leaving out of the port city close to where his mother lived. He asked his 86-year-old mom to come and join them for a birthday dinner before the ship disembarked. Smiling he shared, “Not surprisingly she said, ‘I have […]
Ever heard the saying, “It’s the little things that get you”? That’s especially true when it comes to money. You might not notice the $5 coffee every morning or the $12 monthly app subscriptions, but over time, these little purchases add up. Think about it: $5 a day on coffee is about $150 a month, […]
Imagine waking up one morning during retirement and realizing that the comfortable lifestyle you budgeted for now costs significantly more than you planned. Your groceries, medical bills, travel, and even leisure activities are steadily climbing in price. That’s inflation quietly eating away at your nest egg. For retirees, inflation isn’t just an economic term tossed […]
Waking up with no alarms, no deadlines, no constraints of a 9-5 job, no bosses, no emails – just coffee on the side table and a calendar full of your exciting plans! That’s what a dream retirement sounds like, right? Retiring at 50 sounds incredible, but is it possible? Of course, YES, but it takes […]
I love Americana holidays. This year marks the 249th anniversary of the Declaration of Independence, that bold announcement from Philadelphia to the world about a new, improved New World. An incredible collaboration that produced one of the greatest documents of human liberty the world has ever seen. It’s also the perfect time to reflect on […]
Retirement is supposed to be the golden age when you can relax, travel, and enjoy the fruits of your lifelong labor. So why, then, are so many retirees like me still saddled with a mortgage? Carrying a mortgage into retirement has become more common than ever before. While past generations often entered retirement mortgage-free, today’s […]
Medicare is a federal health insurance program primarily designed for people aged 65 and older, though it also covers certain younger individuals with disabilities. Introduced in 1965, Medicare was a response to a glaring gap in the American healthcare system: many seniors lacked access to affordable healthcare. Today, over 67 million Americans, which is 18.7% […]
Introduction In this compelling episode of Meet the Expert with Elliot Kallen, Elliot interviews Kevin Carter, founder of EMQQ Global, about why India is quickly becoming the world’s most dynamic emerging market. With over $1.2 trillion in infrastructure plans and a population more youthful and digitally connected than any other, India is positioned to lead […]
Introduction In this dynamic episode of Meet the Expert with Elliot Kallen, Elliot welcomes Dr. Lynn Lashbrook—visionary founder of Sports Management Worldwide—to discuss how sports has evolved into a global economic powerhouse. From agent training to cross-cultural representation, Lynn explains why now is the most exciting time in history to invest in the business of […]
Is a Safe Harbor 401(k) Plan right for your business? There are several types of 401(k) plans and features available to employers that have different rules, requirements, and advantages. It is important for employers to be familiar with the details of plan options so that they can make the best choice that supports their company […]
