Category: Finances

Make It Last – Ep 112 – 3 Worlds of Money, Planning for Incapacity, & Fixed-Indexed Annuities

In this episode of Make It Last, Victor dives into both the legal and the retirement world. First, Victor discusses planning for incapacity and managing different financial accounts in that time. Then, Victor goes through the 3 different worlds of money: Banking, Insurance, and Wall Street. How are these worlds defined? How should they be[...]

Taking Advantage Of This Proposed Change To Your 401(K)

Are you taking advantage of this change to your 401(k)? Click here to read more.[...]

Americans Aren’t Doing a Great Job When Saving For Retirement

Americans may find themselves in a messy situation come retirement. Click here to read more.[...]

Why You Should Start Investing In Your 20’s

Here is why you should start investing in your 20's: Click here to read more.[...]

16 Things That This 75-Year-Old Considers Big Money Wasters

Here are 16 things that this 75-year-old considers big money wasters. Click here to read more.[...]

A Child Or Family Member With Special Needs Can Make Financial Planning More Critical and Complicated.

Financial planning is daunting enough, but it becomes more complicated and critical when you have a child or family member with special needs. Click here to read more.[...]

The One Concept You Need To Know When Saving For Retirement

If there's only one concept you need to know when saving for retirement, it's this: compound interest. With compounding, you make money on your money. You make interest on your interest. Click here to read more.[...]

Thinking About Becoming a Snowbird? Do Your Research First

A new study from Maryland shows that the majority of people who achieve age 61 are free to choose where they want to live. This is not that surprising for many retirees, who want to consider moving at least on a part time basis to a more ideal locale. In fact, up to one third[...]

New Study Shows That the Oldest People Are Also the Wealthiest

The Bloomberg Billionaires Index shows that 6 out of the 25 richest Americans are over the age of 80. The Internal Revenues Service shares data that indicates just how old the top billionaires and millionaires throughout the United States are. Individuals over the age of 80 are a small portion of the population, representing 3.7%[...]

Am I Responsible for My Deceased Family Member’s Debts?

When someone passes away suddenly, a lot of questions are raised. This is even more true when the person didn’t take any precautionary steps in terms of estate planning. Once the estate goes through the probate process, family members may be curious about the impact of debts. One of the biggest myths in the world[...]