25 01, 2024

Retirement Revoked?

By |2024-01-24T02:43:40-08:00January 25th, 2024|Uncategorized, weekly update|Comments Off on Retirement Revoked?

Retirement Revoked? It’s no secret that the cost of essentials like housing, food, transportation, medicine, and just about everything else is skyrocketing. And yet, wages are stagnant. But it’s not just the working class that’s affected. In fact, anyone who wants [...]

23 01, 2024

A Greater Purpose For Financial Success

By |2024-01-24T02:43:47-08:00January 23rd, 2024|Uncategorized, weekly update|Comments Off on A Greater Purpose For Financial Success

A Greater Purpose For Financial Success Most of the time, when we think about financial freedom and security, we focus on ourselves. Paying off our house. Not batting an eyelash when we pay our bills. Saving up for that glorious day [...]

18 01, 2024

Your Questions Answered: Giving Money to Grandchildren

By |2024-01-15T01:43:23-08:00January 18th, 2024|Uncategorized, weekly update|Comments Off on Your Questions Answered: Giving Money to Grandchildren

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 [...]

16 01, 2024

What goes around, comes around!

By |2024-01-15T01:43:38-08:00January 16th, 2024|Uncategorized, weekly update|Comments Off on What goes around, comes around!

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 [...]

11 01, 2024

Ask a billionaire if they are truly happy

By |2024-01-08T00:12:18-08:00January 11th, 2024|Uncategorized|Comments Off on Ask a billionaire if they are truly happy

The Power of Starting Early Today, I wanted to reflect on a well-known saying that often sparks debate: "Money doesn't buy happiness." While there's truth to this, I believe there is more to it than meets the eye. Wealth can provide [...]

9 01, 2024

The Power of Starting Early

By |2024-01-08T00:07:31-08:00January 9th, 2024|Uncategorized, weekly update|Comments Off on The Power of Starting Early

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 [...]

26 12, 2023

Appreciating appreciation and depreciation in your portfolio

By |2023-12-26T07:54:29-08:00December 26th, 2023|Uncategorized, weekly update|Comments Off on Appreciating appreciation and depreciation in your portfolio

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), [...]

21 12, 2023

Turning Tax Liens into Investment Gold

By |2023-12-19T07:33:12-08:00December 21st, 2023|Uncategorized, weekly update|Comments Off on Turning Tax Liens into Investment Gold

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 [...]

19 12, 2023

The first day of the rest of your life

By |2023-12-19T07:33:01-08:00December 19th, 2023|Uncategorized, weekly update|Comments Off on The first day of the rest of your life

The first day of the rest of your life “Today is the first day of the rest of your life.” You’ve likely heard this phrase numerous times. While it may sound like a well-worn cliché, there’s profound truth and potential packed [...]

Go to Top