A Penny for Your Thoughts?
Compound Interest Saving Would you rather have a million dollars cash – or – a penny that doubles every day for 31 days? If you’re eyeing...
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Antonio Villarreal
- Jan 25, 2021
- 2 min
How Your House Can Earn You Money!
If you’re a homeowner, your house can do more than just consume cash flow–it can generate it as well! Here’s how… Rent out a unit,...
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Antonio Villarreal
- Jan 24, 2021
- 1 min
What All Early Retirees Have in Common
Early retirees track both their net worth and annual spending… and you should too! Why? Because those two pieces of information are...
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- Nov 18, 2020
- 2 min
Old Money
What do you see when you think of a rich person? Probably a big house with huge glass windows, a fancy electric sports car, and a...
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- Nov 18, 2020
- 2 min
When Wall Street Bailed Out Washington
We all know about government bailouts. They’ve been around for a while. But did you know that the government was once bailed out by Wall...
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- Nov 18, 2020
- 2 min
Why Financial Literacy is Important
There’s a good chance that you’re facing a financial obstacle right now. Maybe you’re trying to pay down some credit card debt, facing a...
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- Nov 18, 2020
- 2 min
Which Debt Should You Pay Off First?
American combined consumer debt now exceeds $13 trillion high. Here’s the breakdown: Credit cards: $931 billion Auto loans: $1.22...
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- Nov 18, 2020
- 3 min
3 Easy Ways To Save For Retirement (Without Investing)
Our retirement years will be here sooner than we think. Ideally, you’ve been putting away money in your IRA, 401k, or other savings...
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- Nov 18, 2020
- 1 min
Improve Your Love Life... With a Financial Strategy?
You may not know this, but a financial advisor is also a relationship expert. It’s true! Here’s the proof: Ally Bank’s Love & Money study...
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- Nov 18, 2020
- 7 min
Annuities & You
Most investors share the same goal of long-term wealth accumulation. But some folk have no problem watching their investments bounce up...
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- Nov 18, 2020
- 2 min
BULLS, BEARS AND TURTLES, OH MY
It sure is fun to see the positive returns of a bull market. But, if you are cringing at the sight of significant downturns and losses...
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- Nov 18, 2020
- 3 min
Five Steps To Consider During Your Annual Business Review
Once a year I go to the doctor for my annual physical. Once a year I bring my car to the local mechanic for a tune up. And similarly, at...
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- Nov 18, 2020
- 3 min
Saving Early for Retirement In Spite of FOMO
The early bird gets the worm, right? That’s how the saying goes, and with saving for retirement, nothing could be more true. I started...
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- Nov 18, 2020
- 2 min
Mind And Body Balance
During the holiday season, achieving mind and body balance can feel even more daunting than usual. The burning question remains…how do we...
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- Nov 18, 2020
- 1 min
Younger Investors Crave Financial Planning
“Millennials appear to understand more than any other generation the importance of creating a sound financial plan, yet are the least...
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- Nov 18, 2020
- 2 min
Americans Can Now Be Denied A Passport Due to Unpaid Taxes
copyright by Joe Raedle, Getty Images As part of the enforcement of a 2015 law passed by Congress, hundreds of thousands of Americans, at...
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- Nov 18, 2020
- 2 min
5 Ways to kick your retirement savings into high gear
Ever get the feeling you’re not saving enough to meet your retirement income needs? You’re not alone. The Employee Benefit Research...
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- Nov 18, 2020
- 4 min
Are You Managing Clients’ Money Like They’re Pro Athletes?
In some cases, maybe you should be. Clients may be surprised to find out that they have more in common financially with professional...
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- Nov 18, 2020
- 1 min
Millennials’ Measured Mobility
More young people are taking care of their parents and grandparents, sometime putting their lives and careers on hold. Our society is...
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- Nov 18, 2020
- 3 min
Why it's Time for the U.S. Government to Expand its Toolkit to Address Retirement Security
Despite years of trying to improve the 401(k) system, American retirement policy has not managed to address the scary problems we have...
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