Too often people make life-changing money moves without considering the Big Picture. One of the biggest money moves for any family is buying a home or investment property. If you really want to secure your financial future, owning real estate can help. Buy you'll need to have a plan. Instead of just visiting Open Houses or scrolling through online listings, you need to have a team working with you ... Read More
Personal Finances
3 Key Pieces of Advice for Career Starters
You're a recent college grad starting off on your career journey. What's next? What's the top 3 key pieces of advice for career starters? Check this out. 3 Key Pieces of Financial Advice for Career Starters A recent 22-year-old college graduate asked me what's the most critical piece of personal finance advice I could share. For someone with her own self-described lofty expectations for herself ... Read More
Ask the Adviser: Should I Stay or Should I Sell Now?
When I was in high school, I got introduced to punk when punk rock bands crossed The Pond and invaded the airwaves. One of the most memorable for me: The Clash with their enduring song of angst "Should I Stay or Should I Go Now?". Fast-forward to today and their song has as much to do with investing as it does with pivotal moments in any relationship. Often I'm asked by investors whether or not ... Read More
Becoming Wealthy: Warren Buffet’s Top 14 Tips
Known as the Oracle of Omaha, Warren Buffet is considered one of the most successful investors in the world. As of May 2017, he is the second wealthiest person in the United States with a total net worth of $78.7 billion1 . Bet you didn't know that his net worth is greater than the GDP of Uruguay2 . Yet he’s still living in the modest house he bought in 1958 for $31,000.3 Through the ... Read More
Chef Anthony Bourdain in Hot Water with the IRS
Famous Chef Anthony Bourdain Didn’t Pay Taxes for 10 years— Sounds good, right? But here’s What Can Happen. Like celebrity Chef Anthony Bourdain you can get in hot water with the IRS. Taxes. There’s no escaping them. And if you try, you could be in hot water with the IRS — no matter who you are. At age 44, famous chef Anthony Bourdain never had a savings account and hadn’t filed his taxes for ... Read More
Costliest Money Mistakes We Make
Decade by decade — These are the costliest money mistakes we make. Mistakes. They happen. But the basic premise behind finance is: your money compounds over time. So, unfortunately, if you make financial mistakes, they compound over time, too, and can have bigger consequences down the road. With a little insight, some of the most common mistakes can be avoided. Based on a piece in The Wall Street ... Read More
March Madness: Do You Know How Much These Colleges Cost?
Before You Root for Your Favorite Teams during March Madness, Do You Know How Much These Colleges Cost? It’s time for March Madness basketball. Yep, when everyone fills out their brackets and watches some of the best college players in the country go head-to-head. But did you ever realize how expensive some of these schools are? Well, hold onto your pom-poms because it’s getting expensive out ... Read More
How Much Money Do You Need to Quit and Sail Away?
How Much Money Do You Need to Quit and Sail Away? No, Seriously. You wake up. Go to work. Get home. Rinse and Repeat. For many, it feels like being stuck in a hamster wheel. What if you decided to call it quits and retire early? How much money do you need to quit and sail away? If you’ve ever wondered what it’d be like to walk away from the rat race... this article is for you. Whether you ... Read More
What’s the Difference Between a Direct and Indirect Rollover?
You've changed jobs or retired. You're faced with lots of paperwork and decisions. One of those is what to do with your retirement funds at your old employer. You've heard about a rollover but what's the difference between a direct and indirect rollover? What's the difference between a direct and indirect rollover? If you're eligible to receive a taxable distribution from an employer-sponsored ... Read More
How Can I Invest in Gold?
When the market tumbles or investors are afraid of what's going on in the world or people are afraid of inflation, interest in gold investing goes up. You'll hear folks lament over-priced stocks or express distrust in the Fed to unwind from their 'quantitative easing' without printing money and causing hyper-inflation. But whatever the reasons, investors will often ask 'How can I invest in ... Read More
