One of the most popular questions that I receive. Get your cash to work!
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Category: Uncategorized
I Went To The Masters!
I had the chance to go on a bucket list trip to Augusta!
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Sequence Of Return Risk
Believe it or not, your retirement distribution strategy could be hindered by the specific year you retire. We don’t want to leave it up to chance. Here is how to mitigate sequence of return risk!
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Building Wealth Step 3 – Optimize Cash Flow
You are adequately protected, fulfilling your retirement investments… now what?
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Building Wealth Step 2 – Investing
Make your money work for you! Check this out to learn my not so secret formula for being a successful investor.
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Behavioral Finance With Maria Part II
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Behavioral Finance With Maria Casillas Part I
Maria is an expert when it comes to the behavioral side of money and has an extremely unique perspective to many financial planning topics!
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2nd Largest Bank Failure In US History!
SVB is crashing down in front of us and it is bringing up a lot of questions. Should we be worried about the banking system? What does this do for the market and what should we expect from the Fed moving forward?
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The First Step You MUST Take To Build Wealth
There is an order to follow that will help you be the most successful in building wealth. We can’t skip over this first step!
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More Rate Hikes! What Should You Do?
It feels like the increasing rates are never going away. How can you respond in your portfolio to take advantage of this market action?
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Where Are Your Assets?
This Weird Feeling I Had All Day!
I was reminded today of one of the reasons that people get thrown off from their financial goals. We want to fit in!
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Is It Too Late For Me?
The best time to start planning for your future was yesterday. The next best time is today!
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College Planning Has Changed!
Secure Act 2.0 brought some major changes to the college planning landscape! This could have a major impact on what account makes most sense for you.
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What Is Your Distribution Strategy?
Having a large nest egg for retirement is great! As long as you know how to withdraw from it.
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