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How to Avoid when Something Bad Goes Wrong [Video]

How to Avoid when Something Bad Goes Wrong [Video]

  So, what do you do when something bad goes wrong? You may get away with bad investing. As a matter of fact, I ran into somebody the other day who had all their money invested in Apple.[…]

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Top 5 Qualities to Look for in a Financial Planner

Top 5 Qualities to Look for in a Financial Planner

As the adage goes, "no one will care more about your money than you do"—which means that selecting the right financial planner can require a great deal of trust. Financial advisors can help guide[…]

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Happy Holidays & Happy New Year [Video]

Happy Holidays & Happy New Year [Video]

  Hello everybody, it's been a while since Avi and I have met with you, but she wanted to make a Christmas video, and I thought that was a great idea. Happy Holidays, Merry Christmas,[…]

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Santa is Retired

Santa is Retired

Santa Has Left the Building If you haven’t already heard, Santa gave up his breaking-and-entering delivery schedule long ago. Initially, Sears, Macy’s, and Nordstroms took over. Today, Amazon,[…]

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Choosing a Financial Advisor: What to Know Before You Invest

Choosing a Financial Advisor: What to Know Before You Invest

Choosing a financial advisor may be one of the most important financial decisions that you will ever make. The person you decide to work with will be in a position to influence critical[…]

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Affordable Christmas Gift Ideas: Festive Holidays Without Breaking the Bank – Part 2

Affordable Christmas Gift Ideas: Festive Holidays Without Breaking the Bank – Part 2

Review In our first post in this series, Affordable Christmas Gift Ideas: Festive Holidays Without Breaking the Bank – Part 1, we gave you a few ideas and rules to follow to have a fantastic (and[…]

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Affordable Christmas Gift Ideas: Festive Holidays Without Breaking the Bank – Part 1

Affordable Christmas Gift Ideas: Festive Holidays Without Breaking the Bank – Part 1

Holiday Shopping Season Comes Earlier and Earlier I think by now we’re all resigned to the fact that the Christmas shopping season starts right after Labor Day. A visit to your local Costco or[…]

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Planning to Retire Within Five Years? Retirement Planning Questions You Should Consider Now

Planning to Retire Within Five Years? Retirement Planning Questions You Should Consider Now

If you're planning to retire within five years, you might be getting restless thinking about whether or not you’re financially ready. While five years isn't long to finalize retirement planning,[…]

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7 Key Components of a Comprehensive Retirement Plan

7 Key Components of a Comprehensive Retirement Plan

In a 2019 survey, nearly half of all American adults reported having nothing saved for retirement. Another 19 percent had between $1 and $10,000 set aside, and 20 percent had between $10,000 and[…]

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If this Election Rocks the Market, Where is My Hope for Income?

If this Election Rocks the Market, Where is My Hope for Income?

When it comes to our finances, we all want to have certainty and assurance of our income, at least as much as possible. During an election year when emotions are running high, you may be tempted[…]

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