Lessons from Financial Crisis:
The financial crisis of 2008 was one of the most devastating events in modern history, affecting millions of people around the world. It was triggered by a collapse of the US housing market, which led to a global credit crunch, a banking panic, and a deep recession....
What is Long Term Investing?
Long term investing is a strategy that involves buying and holding assets for a long period of time, usually more than a year. Long term investors aim to benefit from the growth potential and compounding returns of their investments over time, rather than from...
What Gen Z & Millennials need to know about investing:
Investing is not just for the rich or the old. It is a smart way to grow your money and achieve your financial goals. Investing can help you save for retirement, buy a house, start a business, or fund your education. But investing also comes with risks and challenges,...
Downside to typical Annuities?
An annuity is a type of financial product that provides a stream of income for a certain period of time, usually for the rest of your life. Annuities are often used as a way to supplement retirement income, especially for people who are worried about outliving their...
Congrats! You won the lottery. Now what?
What to Do Before Claiming Your Lottery Winnings Winning the lottery can be a life-changing event, and it’s natural to feel an overwhelming rush of excitement. But before you rush off to claim your prize, it’s important to take a few deliberate steps to ensure you...
Boeing Layoffs: Are you prepared for January 17th
Being laid off from Boeing can be a stressful and uncertain experience, especially when it comes to managing your financial future. One of the key assets many employees accumulate during their careers is their 401(k) retirement savings. If you’ve been laid off, it’s...
60 Day Layoff Checklist
The 60-day notice can be a very stressful environment. It’s important give yourself grace and time to reflect on the news that was given to you. Here is a easy to use checklist to provide a framework to follow along with as you’re navigating this tumultuous time....
Let’s Talk Differences in Bonds- Municipal, Corporate, Government
Bonds are a type of debt instrument that allow investors to lend money to a borrower and receive interest payments in return. There are different types of bonds, each with its own characteristics, risks and benefits. In this blog post, we will talk about the...
Life in balance creates more balance.
Hi everyone! Today I want to talk about one of the most important principles that guides lifestyle: life in balance creates more balance. What does this mean? It means that when we align our actions with our values, goals and priorities, we create a positive feedback...
The Pitfalls of self-directed IRA’s
Self-directed IRA's are a type of retirement account that allow you to invest in alternative assets, such as real estate, precious metals, private equity, and more. They can offer more flexibility and control over your retirement savings, but they also come with some...
Finances and Life’s Big Moments
Life is full of milestones and events that can have a significant impact on your finances. Whether you are getting married, buying a house, having a baby, or retiring, you need to plan ahead and budget accordingly. To get you aware of the certainty of uncertainty, ,...
What to look for in a mentor.
A mentor is someone who can guide you, support you, and challenge you to grow in your personal and professional life. A mentor can be a valuable asset for anyone who wants to achieve their goals and reach their full potential. This is often a reciprocal arrangement...
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