Everyone knows that saving money is the key to retirement but what’s the real secret to success? Let us teach you the basics of investing - including how to cash in on the new wave of meme stocks and cryptocurrencies. Every dollar you invest today is one step closer to your financial freedom.
Investing
I got a call from a Fidelity rep who told me my former advisor had left and he’d be taking over. As we talked, I noticed he kept calling himself a financial planner while referring to his predecessor as a financial advisor. When I asked why, he said it was because he’d earned the Certified […]
4 minute read
Investing
Hopefully, your retirement is a lifelong goal you (and potentially your spouse) are working towards. Or maybe it’s a scary transition you have no idea if you are ready for. Regardless, it can be difficult to figure out the perfect time to actually quit work for good. If you are nearing the end of your […]
4 minute read
Investing
Annuities can be valuable tools for retirement planning, offering guaranteed income and long-term financial security. However, they also come with notable drawbacks that can impact flexibility, inheritance planning, and overall costs. Understanding both the advantages and limitations can help you decide whether an annuity aligns with your retirement goals. By looking closely at how annuities […]
7 minute read
Investing
Deciding whether to put extra money toward your mortgage or invest it can feel like choosing between two smart options with very different long-term outcomes. Both paths offer potential advantages, but each comes with its own risks, trade-offs, and financial implications. The right choice depends on your goals, comfort with uncertainty, and how you want […]
4 minute read