If you’re looking for a tax break this year, there’s still time to open a Solo 401(K). But do your research and seek experts to help you understand the plan, how to manage your account without the need for a custodian which amounts to extra fees, and how to transfer ... Continue Reading
Suggested reading: World Wealth Report This annual report examines the behavior of high net worth individuals (HNWIs) – those with over $1 million in investable assets. I believe this report is skewed a bit because it is based on survey data of Merrill Lynch clients around ... Continue Reading
While there are many people finding themselves more fearful than ever, there are others who are more excited than ever. Here’s why… The rules of safety and courage have changed. Since the industrial revolution, employee-ism has surged. During this time, getting a jo ... Continue Reading
…our current circumstances. Rather than ignore the current economic problems, I choose to acknowledge this elephant in the living room during our Thanksgiving holiday. We are bombarded with headlines like “What will fix our economic problems?” It is absolutely ... Continue Reading