Posts Tagged With ‘ retirement ’

If you’re a parent, you want the best for your children. There’s never an exception to that desire – even when it comes to the type of investment account you should use to help them secure their own financial futures. The fact that you want to choose the optimal account type is obvious, but the best solution for you and your family isn’t. Personal finance is personal for a reason, and the right type of investment account for your kids will depend on a number of factors. Here’s what to think about, and how to decide. Consider the End Goal of the Account Starting by asking “what” investment... Continue Reading

The Centers for Disease Control and Prevention (CDC) marked the end of the COVID-19 Pandemic on May 11, 2023. Now that the emergency is over, I wonder will hybrid work end? Hybrid work combines remote work with in-person work. It allows employees to work from home or other locations part of the time, while still having the opportunity to collaborate with team members and clients in-person when necessary.  Many organizations and employees have found it to be a beneficial work model for work-life balance, productivity, and flexibility. Benefits to Employers For instance, hybrid work arrangements... Continue Reading

With rising interest rates and inflation it can be overwhelming to keep track of your finances. If you’re looking for help, you may want to work with a financial advisor. But how do you know that you can trust that they’ll give you the right advice? This week Wealthramp founder and CEO, Pam Krueger, was joined on Daytime Tampa by local Wealthramp network advisor, John Ceparano, CPA/PFS, CFP, to break down why it pays to work with fee-only fiduciaries and where you can go to get matched. To schedule your free meeting with a fee-only fiduciary financial advisor like John Ceparano go to www.wealthramp.com! If... Continue Reading

With everything that is going on in today’s economy, you might be wondering if your finances are in a good place? But where do you go to get that advice? Over 90% of financial advisors in the US are not legally bound to act in your best interest, so who can you trust? When you come to Wealthramp.com you’ll take our short 2-minute quiz so we can better understand what you’re looking for. Once you’re finished we’ll send you at least 3 fee-only, fiduciary advisor referrals where you can then schedule a free meeting with each one of them. So, what are you waiting for?... Continue Reading

When it comes to money and relationships, it’s important to be on the same page. But what if you’re not? Investor advocate and Wealthramp founder Pam Krueger, joined by Wealthramp network advisor, Bob Carroll, CPA, CFP®, CDFA™, went on the air in Cleveland to talk to viewers about the importance of working together with your partner to navigate your finances. If you’re struggling to align your ideas with your significant other or just need help with deciding which strategies make the most sense for your family, it can be helpful to work with a fiduciary, fee-only financial... Continue Reading

What if I told you the world of providing financial advice has greatly evolved in the last decade? Do you know how it has changed and if you’re still taking an “old-school” approach to planning your finances? It used to be that financial planning was an “add-on” service for wealthier clients with enough assets to be professionally managed. The emphasis was on the return of the assets and not much else. Meanwhile, the average person, especially one starting out in a career, had little to no opportunity to receive any planning advice. However, some of today’s financial advisors haven... Continue Reading

Over 90% of financial advisors in the US are not legally bound to act in your best interest. That’s because they’re just sales people, who are paid commissions to recommend things like annuities, insurance, etc. How are you supposed to know if what they’re telling you is truly thoughtful advice, or just a sales pitch? Investor advocate and Wealthramp founder Pam Krueger joins Maggie Rodriguez, host of Daytime Tampa and local Wealthramp network advisor, David Frisch, CPA, PFS, CFP® of Frisch Financial. Together, they break down what it means to be a fee-only, fiduciary advisor,... Continue Reading

As a fan of the FIRE (financial independence retire early) movement, I thought I’d try a side hustle, one of the FIRE recommendations. Since I have pinecones that fall on my driveway all year around, I decided to collect them and sell them on craigslist. I have two kinds of pinecones; those from European pine and Douglas fir trees. I collected about a dozen boxes of pinecones, checked out what people were selling them for, and advertised them on craigslist. One woman came before Christmas and bought a small box. She was very happy to get them, saying the pinecones at hobby stores were extremely... Continue Reading

Sarah is a highly respected  therapist, author, and speaker, with over 30 years’ experience nearing retirement age. She’s also a hands-on investor who knows what she wants. Sarah was searching for a highly qualified fiduciary advisor with the right expertise for her situation, and who would be responsive to her needs. Sarah found her way to Wealthramp by filling out a simple survey she found on Instagram. She didn’t really expect to find a needle-in-a-haystack advisor this way, but took a chance.  Sarah had already met several advisors that weren’t the right fit. Like many people, she... Continue Reading

Starting an e-commerce website is an exciting opportunity to pursue your passions and create a profitable income stream in retirement. Retirement is a time when you finally have the opportunity to do the things you love and explore new avenues. Whether it’s traveling, spending time with loved ones, or finally starting that business you’ve always […] Originally Published on BoomerBuyerGuides.com Continue Reading