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Investors frequently reach out to us for fresh ideas in investing. When you say the word, “Insurance,” some people may roll their eyes, check their watch or find their attention going elsewhere. However, what most people may not know is that there are ways to leverage life insurance not for the death benefit, which you […]

So what do you need to know about Social Security? A lot. BUT, before we begin, I have some crazy numbers for you. We will write this article out in an easy to read, Q&A fashion to keep things simple. 567. This used to be the number of ways you could claim Social Security. It’s

Divorce is a complicated affair. It’s financially and emotionally exhausting. You have to split everything, have your finances and purchases scrutinized, the one you loved the most now becomes your adversary, you have to see who gets the kids and when, you may possibly lose half of your assets, plus, you have to go through

War is hell. Countless lives have been lost on both sides after ongoing fighting for the better part of the year. This conflict has sent waves of disruption in supply chain issues, over 4 million people are now displaced Ukrainian refugees, there is rampant hunger due to lack of Ukrainian wheat exports, ongoing deaths due

Gentle reader, you may have seen on the news that the US economy has been experiencing the highest inflation in over four decades. Furthermore, the Ukraine-Russia conflict has further added to the world’s financial woes. With a newer Covid strains still inflicting deaths, the pandemic shows no signs of going away, only slowing down… However,

Biden has been quite active since his inauguration, and his plans to build back America are in full throttle. He aims to make America better through taxes, so is that something you should worry about?    Biden’s Tax Agenda  Biden’s tax agenda is pretty straightforward. He is like a modern Robin Hood, imposing high taxes

Until recently, Inflation wasn’t something most people close to retirement stressed out about. However, even before the rocketing inflation we have experienced, it could pose a significant threat to your financial livelihood. Inflation plays it’s part in increasing  overall prices. On some level, you could say it’s the illusion of progress. While you may get

The American economy has been doing exceptionally well since the past year, where the unemployment rate has dropped to only 3.6% as over 6.5 million jobs have been created recently. Moreover, during the epidemic, families in the United States amassed nearly $2.5 trillion in additional savings. Due to the booming economy, economists predict a recession

The profit you earn after selling an investment or an asset is called capital gain. But how much are you liable to pay on your profits? Find out in this blog post. https://unsplash.com/photos/Ber3q-zEhd4 Any profit you earn after selling an investment or an asset translates into capital gain, which is taxable by the federal government.

What is a Tax Strategy? A Tax Strategy is a sound, financial plan to help minimize your tax burden. Read this blog post to learn all about it. You might have heard of the term, “tax strategy,” but never considered using one. Maybe just thinking about taxes makes you nervous. Simply put, tax strategies have