CFP vs. Fiduciary Article, Financial Planning

CFP vs. Fiduciary: Understanding the Difference

...and the Duty of Loyalty Fiduciary Standard vs. Suitability Standard Fiduciary vs. Non-Fiduciary Financial Advisors Choosing the Right Financial Advisor:...

Quick Guide to Asset Allocation How to Invest, Article, From Our President

Quick Guide to Asset Allocation

...asset allocation. The way up In the first half of our investing life, we should look through the investment lens...

When to Retire Retirement Planning, Article

When to Retire: Make the Right Decision for Your Future

...are some key considerations when it comes to saving and investing for retirement: 1. Start Early and Save Consistently The...

What is Title Insurance Article, Insurance

Helping to Protect Your Property Investment through Title Insurance

...Choosing a Title Insurance Company Conclusion What is Title Insurance: Help protect your property investment Investing in real estate is...

Understanding the Difference Between Accrual and Cash Accounting Article, Taxes, Bookkeeping

Accrual vs. Cash Accounting: Spot the Difference

...tax strategy. Conclusion In the world of rental property investing, the choice between accrual and cash-based accounting is not a...

How to Invest in Retirement How to Invest, Retirement Planning, Article, Financial Planning

How to Invest in Retirement

...Traditional Individual Retirement Accounts (IRAs) Roth IRAs 401(k) Plans Self-Employed Retirement Plans Investing in Stocks Introduction to Stock Market Investing...

Pay Down Mortgage or Invest? How to Invest, From Our President

Pay Down Mortgage or Invest?

...comes to investing (in non-retirement investments). This alone gives a slight edge to investing vs. mortgage paydown. I can tell...

The Ultimate Financial Planning Guide for Life's Major Milestones Article, Financial Planning

The Ultimate Financial Planning Guide

...Investing in a 529 plan is a smart way to save for your child’s education. A 529 plan is a...

What’s the Difference Between a Bookkeeper and a CPA? Article, Taxes, Bookkeeping

Know the Difference Between a Bookkeeper and a CPA

...planning, auditing, and strategic financial consulting. Key Differences: Bookkeepers vs. CPAs While both bookkeepers and CPAs play crucial roles in...

Rip Van Winkle How to Invest, From Our President

Rip Van Winkle

https://youtu.be/NkMmr-Z-t9Q Table of Contents Rip Van Winkle The Investing Analogy Let’s Go Back In Time Rip Van Winkle I love...

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