Enhance Today | Enrich Tomorrow
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…
Growth stocks have been on a tear over the past several years. However, traditionally value stocks have been the big performers over the long-term. But with the rapid rise in growth over the last 10 years, are value stocks still…
Have you been offered an early retirement package? Early retirement packages are on the rise. Companies are looking for ways to cut costs and one way to do that is to offer seasoned employees an incentive to ease into a…
While the FAANG stocks have been the most obvious enviable stock positions over the past decade, there are always success stories readily available to raise feelings of doubt and FOMO in even the most disciplined long-term investors. For example, investors…
Estate planning is one of the most overlooked and procrastinated upon areas of financial planning. But when thinking about receiving an inheritance, advanced planning can provide smoother and more beneficial transitions. While your legacy is important, it doesn’t generally…
2020 has been a year of change. The pandemic has given people an opportunity to rethink their lives and many have been rethinking their career. Whether you are one of the millions of people that have been forced into a…
We know how important it is to save for retirement, but at the same time, focus on enjoying life now. In this episode, we walk you through how to set up a framework for your investment strategy. You’ll learn…
Why is it so hard to envision our future self? Dan Gilbert, a Harvard psychology professor and author of Stumbling on Happiness, has found that people are really bad at predicting who they will be in the future. This is…
