I’m a Financial Planner: 12 Tips To Conquer Fear of Losing Wealth Due to Market Downturns
What makes the most sense for someone my age? At 70, I’m still ‘gainfully employed’ as a doctor in Ohio. Who’s the right pro to help me now?
I’m a Financial Planner: Here’s What a Trump Presidency Would Mean If You Plan To Buy a House in 2025
I’m a Financial Planner: Here’s What a Kamala Harris Presidency Would Mean If You Plan To Buy a House in 2025
I’m a Financial Advisor: 3 Reasons My Retired Clients Are Concerned About a Trump 2024 Win
Experts’ Insights on Using Life Insurance as an Investment
Expert Advice on Life Insurance vs. Roth IRA for Retirement
4 Reasons Warren Buffett’s Value Investing Strategy May No Longer Pay Off
I’m a Financial Planner: Here’s How To Mix Your Retirement Accounts To Avoid Future Taxes
We are in our 50s and contributed to retirement ‘as best we could.’ While ‘we are not millionaires,’ we do have money set aside. But now what?
