Featured Articles
9 Reasons Why a SEP IRA is Ideal for Filmmakers
For filmmakers, it’s harder than ever to retire with a secure financial future. Traditional retirement plans may not work well for your unique needs, and might not be available anyways. A Simplified Employee Pension (SEP)
Exploring Alternatives to Equitable: Understanding Fees, Performance, and Value
Are you a current or prospective client of Equitable, questioning the value you receive for the fees you pay? You’re not alone. Many individuals are looking for alternatives to large investment firms, seeking personalized service,
Investing for FIRE: 9 Strategies to Build Wealth in 2024 🔥
Picture this: You’re in your mid 40s, sipping a cocktail on a beautiful beach, without a care in the world. No, you haven’t won the lottery – you’ve achieved FIRE (Financial Independence, Retire Early). FIRE
Interest Rate Predictions for 2025: Surprising Demographic Factors
Predicting interest rates is a daunting task, even for the most experienced economists and financial analysts. Traditional tools, such as the yield curve, have proven to be flawed and unreliable. However, there’s a surprising set
15 of the Worst Investments in History: How to Avoid the Next One
Investing can be a powerful tool for building wealth, but not all investments are created equal. Throughout history, there have been numerous examples of investments that have gone terribly wrong, resulting in significant losses for
Retirement Planning for the Self-Employed: 5 Steps toward a Secure Future
For self-employed individuals, passion and drive often lead the way. Whether you’re a freelancer, consultant, or small business owner, focusing on your work can sometimes come at the expense of retirement planning. Without a conventional
Retirement Planning for Creative Professionals: 5 Steps toward a Secure Future
For creative professionals passion often leads the way. Filmmakers, illustrators, composers, and many other creatives tend to focus on their craft, sometimes at the expense of retirement planning. Without a conventional 401k or company pension
Navigating the Fourth Turning: 6 Investing Tips for Uncertainty
As the fourth turning is upon us, many investors find themselves asking: how can we prepare for this season of crisis and upheaval? The answer lies in sound investment strategies tailored to this unique period.
Estate Tax Exemptions after 2025: Info for High Net Worth Families
There’s a looming shift in the landscape of estate planning. If you’re part of a high net worth family, it’s crucial prepare. Back in 2017, the Tax Cuts and Jobs Act (TCJA) brought about a
