Financial Independence

Before I began my path toward working as a financial planner, I had enjoyed reading books on self-development and financial

In the personal finance journey, few concepts have garnered as much attention and interest as the FIRE movement – an

Retirement planning isn’t only for those close to retirement. In today’s post, we’ll review essential retirement tips by age range

Passive income is a big source of wealth for many millionaires. In fact,  47% of people who make over a

Despite the news of the recession, 2023 ended with U.S. stocks up over 20% and the real estate market strong!

As we wrap up 2023, it’s the perfect time to evaluate our finances, including taxes, investments, retirement, savings, and estate

Looking back on my life at age 64, I realize I have made many financial mistakes, as have many of

You’ve worked hard for your money, and now you’re ready to flip the script. How would you like your money

“You can’t take it with you” – a popular refrain. A refrain meant to help you not die with millions

An ancient philosopher from Rome, Seneca, posited, “luck is what happens when preparation meets opportunity.” There’s also the common phrase,

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