After a long stretch of relative stability, the U.S. economy hit a rough patch in 2022-2023. Inflation and interest rates reached levels not seen in decades, and even though both have started to subside, many Americans feel pessimistic.
What do these circumstances mean for medical...
Recently, I was enjoying a chat with one of my best buddies. As they often do, the conversation wormed its way around to retirement and finance. One of the sincere things he said perked my attention: “I guess what I’d really like is to finance my retirement and then, when I’m done, pass along a bit...
Click here to watch Ask Us Anything: A Conversation About Your Serious Freedom
Our conversation focuses on Alan Spector and Keith Lawrence’s book, 𝐘𝐨𝐮𝐫 𝐑𝐞𝐭𝐢𝐫𝐞𝐦𝐞𝐧𝐭 𝐐𝐮𝐞𝐬𝐭: 𝟏𝟎 𝐒𝐞𝐜𝐫𝐞𝐭𝐬 𝐟𝐨𝐫 𝐂𝐫𝐞𝐚𝐭𝐢𝐧𝐠 𝐚𝐧𝐝 𝐋𝐢𝐯𝐢𝐧𝐠 𝐚 𝐅𝐮𝐥𝐟𝐢𝐥𝐥𝐢𝐧𝐠 𝐑𝐞𝐭𝐢𝐫𝐞𝐦𝐞𝐧𝐭, encompassing critical factors like freedom, planning, mindset and...
It’s a conundrum that many families face: “How can I take care of my children and my parents, financially, while effectively investing for my retirement?” If you are in this situation, you know that your financial planning strategy may need adjustments during this stage, but with the right plan you...