I’m 66. My mortgage is $250K and the rate is 3.4%. Would it be foolish to pay it off from my $770K investments?
“I don’t plan on taking Social Security until 70 and I will have one other small pension.”
Small costs, big profits: Why investors should stop doubting their Big Tech investments.
AOT Growth and Innovation ETF portfolio manager, John Tinsman says there’s one clear reason to invest in big tech companies:
Small costs, big profits: Why investors should stop doubting their Big Tech investments. Read Post »
Alternatives to the Rule of 72
The Rule of 72 is a simple calculation tool for investors to use, but it’s not necessarily the most accurate.
‘I’m afraid they’ll end up destitute and homeless’: My daughter has a dishonest spouse. How can I help?
“I am afraid they will end up destitute and homeless.”
I Have $150,000 That I Don’t Need Anytime Soon, but I Don’t Want To Put It in the Market. What Should I Do?
My strategy offers a guaranteed return that can earn you thousands effortlessly.
Surprising Foods to Enjoy and Avoid to Live Longer
Want to live a longer, healthier life? Here are some surprising foods to enjoy (coffee!) and to avoid (some types
Surprising Foods to Enjoy and Avoid to Live Longer Read Post »
The October 15 Tax Deadline Is Coming: A Tax Attorney Highlights What You Need to Know
If you filed an extension in April, time is running out to get your taxes wrapped up for last year.
The October 15 Tax Deadline Is Coming: A Tax Attorney Highlights What You Need to Know Read Post »
Three Strategies to Take Advantage of OBBB Changes, From a Financial Planning Pro
Four of the One Big Beautiful Bill’s changes could impact your retirement, so it’s smart to review your financial plans
Three Strategies to Take Advantage of OBBB Changes, From a Financial Planning Pro Read Post »
My mother left me $600K in Apple shares. They are 50% of my portfolio. Am I crazy if I don’t diversify?
“I worry that a downturn in the tech sector, or something Apple-specific, could wipe out half my portfolio.”