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Does the New SECURE Act 2.0 Impact Me?
The Setting Every Community Up for Retirement Enhancement (SECURE) Act 2.0 was passed by Congress in late 2022. It is designed to encourage Americans to improve their retirement savings plans. Of the many impacts this bill has, here are some of the more important changes that may affect your retirement plans. I actually really like…
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Which Investment Account is Right For Me?
It can be daunting to plan out retirement when there is a seemingly endless number of rules, components, and factors to consider. Because of the complexity of it all, so many put off investing until much later in life, when the greatest potential for long term growth has already passed. As it is important to…
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Stocks vs Real Estate
The comparison is often made between investing in Real Estate vs investing in the Stock Market. There are many strong points to both arguments, but as an Investment Advisor, I am going to argue the side of why the stock market is a better long term investment. Note, I am not inferring you should not…
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The Easiest Way to Become a Millionaire
Becoming a Millionaire used to seem like this totally unrealistic goal that would never happen unless I won the lottery or inherited a bunch of money from some distant relative. As it turns out becoming a millionaire is not all that unrealistic of a goal. Becoming a millionaire just means that your net worth,…
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New SECURE Act Signed into Law
On December 20, 2019, President Trump signed into law the Further Consolidated Appropriations Act, 2020. This includes the Setting Every Community Up for Retirement Enhancement (SECURE) Act provisions previously passed by the House in April 2019. There are quite a few changes that may effect you now or in the near future. Most, if not…
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7 Golden Questions to Ask When Investing Your Money
There are seven questions that one must answer before beginning to have peace of mind with your investments. Making investment decisions isn’t easy, especially if you are just entering the game. There are a lot of details that many people don’t think about until it’s too late. So, if you want to avoid the life…
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The Advantage of Rebalancing
Today we are going to discuss the topic of Rebalancing your portfolio and why it is so important. I will explain to you how a continuously rebalanced portfolio is one that is constantly buying low and selling high. “Rebalancing -The process of realigning the weightings of one’s portfolio of assets. Rebalancing involves periodically buying or…
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Investing in Stocks Vs Real Estate
The comparison is often made between investing in Real Estate vs investing in the Stock Market. There are many strong points to both arguments, but as an Investment Advisor, I am going to argue the side of why the stock market is a better long term investment. Note, I am not inferring you should not…
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How to Become a Millionaire on a $30k Salary
Becoming a Millionaire used to seem like this totally unrealistic goal that would never happen unless I won the lottery or inherited a bunch of money from some distant relative. As it turns out becoming a millionaire is not all that unrealistic of a goal. It is achievable on almost any salary if you…
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Investment Accounts 101
Planning your investments to build a retirement fund can be a dizzying prospect. The various questions, options, details, accounts, and amounts are enough to make anyone’s head spin. Wouldn’t it be nice if there was a generic recipe for success? A nice neat list of step by step instructions on how to make the best…
