Your Questions Answered: Giving Money to Grandchildren

Okay, let’s face it.

If you have grandchildren, they’re your world, even if they’re already grown.

It’s so easy to spoil them, and if you’re retired (or close to it), what else would you be doing with your money, right? Birthdays, holidays, graduations… it’s […]

What goes around, comes around!

Do you know someone who recently returned to their old job despite having what seemed like a better prospect?

Or, someone reentering the workforce after bailing during the pandemic, like a nurse or a teacher?

It seemed like they made a change for the better, so […]

The Power of Starting Early

In your 20s, retirement seems like a distant concern, overshadowed by immediate goals like purchasing a home or paying off student loans.

However, this decade offers a golden chance to set a strong foundation for your financial future – if you play your cards […]

A Toast to 2023 – Cheers to A Prosperous 2024!

Every time we put on our party hats, pour the bubbly, and prepare for the ball drop, I can’t help but reflect on the past year.

Like most years, US news headlines in 2023 had their fair share of newsworthy […]

Appreciating appreciation and depreciation in your portfolio

Understanding how the value of your assets change over time can significantly impact your investment strategy.

Just as some items in your home may increase in value (like fine wine or that comic collection), others may depreciate (like electronics or fast fashion items).

If […]

Turning Tax Liens into Investment Gold

Yes, you’re reading that right. You can actually make money off someone else’s debts, specifically property tax liens.

A tax lien is a claim on the assets of an individual or business that neglects to settle its owed taxes to the government.

In short, if […]