I recently visited a car dealership with my nephew for his new truck. After some back and forth, we found the one that interested him.
Is Cash Still King
In personal finance, cash has long been considered a safe haven, offering liquidity and the peace of mind of having a warm and cozy financial safety blanket.
Maximizing Your Retirement | Employer Rollovers
Most everyone I speak with has in some form or fashion visualized retirement, the land of mojitos, beaches, and golf. Few andfar between of those daydreaming about retirement have crunched the numbers and planned for retirement.
New Job Checklist
More than ever, people are voluntarily leaving their jobs in search of greener pastures. In fact, in 2021, according to the U.S. Bureau of Labor Statistics, over 47 million Americans voluntarily quit their jobs — in what is now widely being called the Great Resignation.
Kick the (Tax) Can Down the Road with 1031 Exchanges
A 1031 Exchange, or a like-kind exchange, allows an investor selling real estate to defer capital gains taxes while investing in a new property.
Breaking Up With Your Financial Advisor
Some of you may be happily married and celebrating your 50th wedding anniversary (friendly reminder gentlemen this is the gold anniversary) and some of you may be single and ready to mingle! That said, we’ve all had an instance of contemplating breaking up with a past significant other.
Preparing for the Coming Storm Financial & Otherwise
Here in Florida, hurricane season starts on June 1st and runs until November 30th. It is an annual reminder that we should hope for the best and prepare for the worst. We just had a major hurricane hit the Gulf Coast of Florida and this has provided me an opportunity to think about how we prepare for life’s events.
Thrift Savings Plans Good Enough for Government Work
When you roll over a TSP, you unlock investment options beyond funds like L, G, F, C, and S. These funds are not designed for your specific needs and have many shortfalls. With these funds, you have no discretion as to how your money is invested and you get the good with the bad.
The Markets Have Been a Roller Coaster… Is It Time to get off the Ride?
The weather is starting to cool here in the Sunshine State. Eager to see the beginning shift in our southern seasons, my wife and I took this opportunity and brought our kids to a deluge of Orlando theme parks recently.
