In this edition:
The most common mistake we see when it comes to IRA accounts doesn’t have anything to do with how the IRA money is invested. Nope, the biggest mistake we see all too often is this…
Rental property ownership, what no one ever talks about
In this edition:
I finally convinced one of our clients to sell their rental homes. And why I’m not a big fan of rental homes as an investment and neither should you!
When an annuity “might” make sense
In this edition:
Generally speaking, I’m not a big fan of annuities. So just when could an annuity make sense. And what type of annuity is best?
You probably don’t need a financial advisor
In this edition:
I know this sounds strange coming from a financial advisor. Suggesting to you that you probably don’t need a financial advisor. So let me explain.