The Life Insurance Policy That Is a Ticking Time Bomb!
August 26, 2016
There is an insurance product on the market that is touted by many financial advisors as the “holy grail” of all financial products. It is called Indexed Universal Life or (IUL) and it is a very..
Betterment: An Ideal Platform for the First-Time Investor
August 25, 2016
The online world has has made it easier for people to invest, and they don’t need a lot to get started. The market is more accessible for first-time investors thanks to online platforms like Better..
3 Ways to Pay Less in Investing Brokerage Fees
August 18, 2016
Making investments through a broker can be expensive. This is true whether your broker sits across from you at a desk, or if you trade stocks through online brokerage firms. In some cases, their servi..
Vanguard vs Betterment, Different Services for Two Kinds of Investors
August 11, 2016
Vanguard and Betterment are two of the industry’s leading brokerage solutions specifically designed for long term retirement investing. Vanguard has been around a lot longer, founded with the pu..
Creating Success from Flipping Homes
August 9, 2016
If you ever dreamed of getting into real estate investing, you probably have heard of flipping homes. It’s simply buying a house or a property with the intention to renovate it, sell it, and make mo..
Why a Betterment Portfolio Beats Your Portfolio
August 4, 2016
Betterment is pretty cool. We’ve covered this retirement savings robo-broker many times, and we’ve talked about its strengths and weaknesses. For people who are looking for a more in-depth analysi..
What Are Penny Stocks and Are They Worth Your Time?
July 28, 2016
Penny Stocks – everybody’s heard of them, few have ever bought or sold them, and most people don’t quite know what they are. For the greenest of green investors, Penny Stocks may sound like ..
ETF Risks Uncovered
July 26, 2016
If you haven’t noticed, the ETF market has EXPLODED over the last ten years. The Investment Company Institute estimates that over 5.2 million Americans now own ETFs. There are currently over 1400 th..
Personal Capital Review – Taking Finances To The Next Level
July 21, 2016
Personal Capital in a Nutshell Personal Capital is an online platform and mobile app to help you understand your money and invest it more wisely. Personal Capital is really two services: 1) a Personal..
Betterment IRA: Everything You Need to Know
July 21, 2016
Regardless of your age, it’s important to plan for your retirement, and the sooner you get started the less of a chance you will have of outliving your income. But in this day and age, it can seem l..
4 Questions to Ask Your Benefit Consulting Broker
July 20, 2016
Being able to offer your employees group health insurance benefits them as individuals and you as a business owner. When your employees receive proper health care, their quality of life improves and t..
Bad News: You Will Absolutely Need to Save More to Retire Comfortably
July 19, 2016
Hello everyone, I hate to bring bad news, but there is something going on around you, something you may have missed until now, but it is something we absolutely can no longer overlook as responsible i..
How the Future Will Dramatically Change Your Retirement
July 16, 2016
500 years ago it took a century for significant change to occur. Today, meaningful change can occur in months. It will be our ability to grasp these changes that will radically affect our lives for b..
Why Index Funds Might Be Worth Investing In
July 15, 2016
There are many choices when it comes to investing the money you’ve worked so hard to earn. Individual stocks such as Motley Fool stock picks, mutual funds, real estate investing and commodities inve..
Finding the Right Online Investment Broker
July 14, 2016
As you search for an online broker, there are many things you have to consider. But most importantly, you have to understand your current financial situation as well as your future financial goals. Th..
Investing – One Gear in Your Financial Machine
July 5, 2016
Recently I shared about the 7 Gears of Wealth and focused on the first gear; which is cash flow. There is an old saying among investors that says, “Happiness is a positive cash flow”. The secon..
Interest Deductions When Refinancing a Reverse Mortgage
June 30, 2016
For many homeowners, a long-held advantage of buying a home has been the ability to write off mortgage interest from their taxable income. It’s also possible for reverse mortgage borrowers to take a..
Gold Backed Bonds – Safest Corporate Debt Obligations to Invest In?
June 29, 2016
Due to recent events, particularly the Brexit vote, corporate bonds have been taking a hit in the markets, and it does not seem as though it will slow down anytime soon. Since the referendum, junk bon..
Local vs Long-Distance: Where to Invest in Real Estate
June 24, 2016
Investing in real estate is often done in areas that people know best. They take the plunge when they see a property around the corner listed for sale or the word travels through the grapevine of a ho..
How an IRA Can Supplement your Social Security Income
June 23, 2016
Using an IRA to supplement your Social Security can improve the quality of your retirement, but there are some things you have to be aware of. Having an IRA can affect your benefits, but it will not r..
Than Merrill Explains How to Get Started in Real Estate (Part Two)
June 22, 2016
The basic component to becoming a real estate investor is the ability to turn an idea into fruition – but it doesn’t happen overnight. Instead, it commands a well-devised game plan furnished w..
Can You Use Life Insurance as an Effective Investment Tool?
June 15, 2016
The primary reason that most people invest in life insurance is to provide financial security to their loved ones in case of an early death. However, it also works as a powerful investment and retirem..
Betterment Investing: How it Works in 2025
June 9, 2016
We all know that online investing isn’t a new thing, and many well-known trading companies use very clever (and sometimes humorous) marketing techniques to make people believe that they have a simpl..
A Micro Celebrity in Real Estate Investing
June 7, 2016
“Being famous gets me good concert tickets, good tables in restaurants, good seats at sporting events and that’s really about it.” – Fran Drescher Real estate investing is as m..