Shocking Study Reveals 5% Value From Working With A Financial Advisor
How valuable is a great financial advisor? A new study from Russell Investments puts a number to it.
Fabulous Millennials: How Many Millions for Retirement?
Millennial Retirement: How many Millions will you need? Millennials Seeking Millions. According to a recent article in USA Today, older Millennials (DOBs in the 80s) might need to save $1.8 million for retirement, while inflation-plagued younger Millennials (DOBs in the …
3 Investing Mistakes to Avoid; To Avoid Losing A Bundle!
Investing Mistakes to Avoid. 3 big investing mistakes to avoid, if you don’t it will cost you a bundle. I’m extremely lucky to have a smart and successful group of clients, many of whom came to me after falling victim …
How to Find Your Financial Independence Level
What is you level of financial independence. What you need to know to have financial freedom and retire early.
The Difference Between Investment Risk and Stock Market Volatility
Investment risk and stock market volatility are not the same thing. You may earn below-average stock market returns when the markets are calm. Or perhaps you make outsized returns when the stock market appears scary times of extreme volatility. Financial …
What To Need Know About The Roth Solo 401(k) Now
How to get the most tax benefits from a Roth Solo 401(k) for your small business. Who doesn’t love tax free income.
Golden Girls Retirement Plan: Part 1
The Golden Girls Retirement Plan. Could this beloved 80’s sitcom hold the solution to the impending retirement crisis facing America’s workforce? Or even provide some much-needed help over a few financial planning hurdles for the LGBTQI community? Living like the …
Rich People ROTH – For Those With Too Much Income
Do you make too much for a ROTH IRA? The Rich People ROTH may be the answer. For love or money . . . and maybe even a tax break, Cash Value life insurance may be the key to financial …
Stock Options Basics Get the Most From Your Benefits Now
Are you lucky enough to have incentive stock options? Want to know more about this valuable employee benefits? Read this post about stock options.
Last Minute Tax Tips from Good Day LA Fox 11 with David Rae CFP
Tax Day is April 15,2019. Tax Expert David Rae is on Good Day LA with some last minute tax tips. Video from Fox 11 with Araksya Karapetyan and Tony McEwing.
My Stock Market Dream – How to Invest Money Smarter
My Stock Market Dream- How to Invest your Money Smarter in Stocks and Bonds. In my humble opinion, there is no better way to build wealth over time than investing in the stock market. Even just “average” stock market returns …
Can You Be Too Smart To Be A Great Investor?
Is it possible to be too smart to invest well? A UCLA professor highlights how even a genius can screw up investing for the future.
