There are many different paths that lead to financial freedom and independence, but as we laid out in our blog post on The Misperception of Wealth, the majority of individuals who have accumulated wealth have taken a very similar approach which entails beginning to...
On August 1st, 2024, a class action lawsuit was filed against Jerico Pictures, Inc. otherwise known as National Public Data, alleging a massive data breach that appears to impact nearly all Americans. The lawsuit alleges that National Public Data, a background check...
Last month, we discussed term life insurance and the important role it plays in protecting your family’s financial future. While term insurance does a great job of providing financial protection in the event of an untimely death, should families use other types of...
Discussions of life insurance require us to consider life and death issues which aren't always easy to think about. Facing our own mortality forces us to answer questions and consider scenarios we’d rather pretend do not exist. While we’d rather believe life will go...
John was sitting at his desk. It was 9:00 o’clock at night; another busy day complete. Everyone else had left the office and was spending time at home with their families and friends, but John stayed late, as usual, to make sure the business was in order. John had...
Marjorie Bloom had worked 42 years as a federal attorney. She had amassed her nest egg of $661,000 for retirement through decades of work and an inheritance from her parents. She was looking forward to her future and ultimately leaving any leftover money to her...
For most Americans, retirement is the reward from a lifetime of hard work. Some retirees choose to volunteer or take positions they enjoy while others trade in the daily 8-5 grind for a retirement full of freedom, no alarm clocks, and travel. Between 2010 and 2030,...
2023 Year In Review: Happy New Year! Looking back at 2023, it was a whirlwind year that began with bank failures in March, continued fighting between Russia and Ukraine, a new war between Israel and Hamas, consistent increases in interest rates, and retreating...
As year-end and the holiday season approaches, charitable giving is once again on the minds of many individuals, and while supporting important causes is typically the primary driver of charitable giving, nearly all individuals want to make their gifts in the most tax...
