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John & Kurt as featured in Kiplinger
Hiring a financial advisor should be taken seriously; after all, they will be privy to some of your most personal information. The financial world is incredibly complex, and advisors come in all shapes and sizes. Nearly anyone can technically call themselves an advisor, but their knowledge and expertise can significantly vary. You should give…
Financial decisions are some of the most important ones we make in our lifetime. Purchasing a home, investing in the stock market, and planning for retirement are just some of the significant events that can shape our future. Many people want to be guided in those decisions and seek the assistance of a financial advisor.…
The countdown is on, retirement is fast approaching, and finally, you will get to enjoy the time you have worked so hard for all these years. Even if you were on top of your retirement planning from an early age or were a bit of a late bloomer when it came to saving, there are…
Not everyone starts saving for retirement at the same time. Of course, the earlier, the better, but it is never too late to get on track. For many Americans, hitting the 50-year mark triggers a shift in mentality regarding their finances. Retirement is fast approaching, and you want to ensure you have enough money when…
With the cost of living and the average life expectancy both on the rise, retirement planning has become more critical than ever. Everyone knows that they should start saving for retirement as soon as possible, but many people struggle with knowing how and where to invest their money. Putting money away is just the…
Historically, investing has proven itself an excellent way to increase your wealth over time. It is strongly favored over basic savings accounts by financial experts and advisors around the world. Investing has the potential to bring financial goals like owning a home and retirement within reach. But how exactly does the concept of ‘investing’…
Everyone knows that saving money is a good idea, but many are unclear about how much they should really be putting away. Building up a nest egg is a generally accepted concept, but many people simultaneously struggle to manage their current expenditures and save for the future. Your personal savings rate is an excellent,…
We all dream of it, the golden years when we can finally sit back, relax, and enjoy our coveted retirement. For some, it might include beachside cocktails; for others, it could be a standing tee time at their favorite golf course. Dreaming is one thing; making it a reality is another. You likely don’t…
It goes without saying that nobody is a fan of paying taxes, and if given a choice, most people would hold off forking over the money for as long as humanly possible. The good news is that there is a way to put off the inevitable, and you can even take advantage of substantial savings…
For many years, the only choice for a retirement savings account was the 401K. In 2006 the Roth IRA was introduced, giving companies and employees an alternative. At first glance, these savings accounts appear very similar, but a deeper look will unveil critical differences between them. Selecting the appropriate account could equate to thousands or…
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