Enhance Today | Enrich Tomorrow
A recent survey discovered that millions of Americans 55 or older are in a rush to retire. The pandemic has many contemplating retiring years earlier than originally imagined after adopting a “life is short” mentality. But before you rush…
Have you ever been on your way to an epic summer road trip and then all of a sudden you come upon a roadblock? An unexpected work zone that is destined to add a half hour or more to your…
What are you investing for? Many say higher or better returns–but higher or better than what? What do those higher returns make possible for you? To have a successful investment experience you need to have a plan in place. On…
Have you been on the fence about hiring a financial advisor? This indecisiveness can cost you. Today we’re talking through a list of attributes you should expect when looking to work with a financial advisor. We’re sharing a list…
The American Rescue Plan was recently passed, but do you know all the changes it will bring? You probably already know about the stimulus checks, but you may not know how it could affect your taxes and healthcare. This latest…
Do you ever wonder about what hidden financial mistakes you are missing? Sometimes our financial mistakes aren’t obvious, so in this episode we are discussing 3 hidden financial mistakes that you may be making and how you can spot them….
Stock market manias have an uncanny way of capturing our attention. Not only do they dominate weekly headlines, but create visions of what could be. The most recent example is the rapid rise of meme stocks, including Gamestop, AMC…
What is the most important thing you can do for building wealth? Recently, Jeff Levine (@CPAPlanner) put this question out into the Twitterverse: Question: Other than regularly saving and investing, what do you think is the single most important…
From a historically quick bear market to a speedy rebound, 2020 certainly took us on a wild ride. But there is a lot we can learn from this memorable year in the markets. In this episode, we are reflecting on…
As we come upon a new year it is a good time to reflect on your finances and set goals. In this episode, we discuss 12 steps you can take action on to improve your financial outlook. If you’re looking…
