The third quarter of 2018 is over. It is time to share some highlights of what the market did this quarter and so far this year. As always, I have some other random facts in there. You can decide if they are useful or useless.
FIRE is a big concept right now. It stands for Financially Independent, Retire Early. Catchy, eh? Well, there was a good article recently showing the spending and savings rates if you want to retire at different periods in the near future. Let's dive into the details.
While most advisors charge clients through commissions or based on assets under management (AUM), there are a few of us who charge flat fees. Is this a fad or the start of a revolution?
Many people ask if investing in life insurance is a good way to save for retirement. Well, I am one of those rare advisors who believe life insurance is NOT for retirement.
This big industry of financial services is confusing enough. What makes it more confusing is the fact anyone can call themselves a financial advisor. Yes, this is true. It is important for you to verify if you advisor is licensed or just an advisor in name only.
Michael Kitces wrote a great article recently ranking what savings vehicles are the best for high-income earners. I thought I would share some of the high points of his article, while also providing a link to his original content, which you should be reading on a regular basis.