#7 - Breaking Down the Current State of the Economy For the past few years, investors have experienced mostly smooth sailing conditions in the stock market. However, the markets have become rockier since October, prompting investors to wonder what actions they should be taking. Today,
The Power of Investing Young
Retirement is something that many people do not consider preparing for until their 30s, 40s, 50s or even later. If you are in your 20s you’re probably still trying to navigate your income, expenses, debt and how to make the most of your money, but one thing that should also be on your mind is
Shift in Mindset – Part 2 – Climbing the Retirement Mountain
I think it’s safe to say that the most infamous mountain in the world to climb is Mount Everest. More than 280 people have lost their lives trying to make it through the clouds to its 29,029-foot summit. Some have made it their life long mission to navigate its dangerous terrain to hopefully get to
Agent of Wealth Podcast – Episode 6
#6 - Your 2018 Year-End Financial Checklist: Part 4 How often do you reassess your tax planning or insurance policies? In the fourth and final part of Marc Bautis’ mini-series on year-end financial planning, Marc shares several ways you can reassess your taxes and insurance to
eMoney Summit 2018 Review
The need to engage in continuous learning is a simple reality for anyone in professional services especially in a field like financial planning, which changes so frequently. This said, I try to go to one to two financial conferences per year in order to stay up to date with industry innovations and
The Opportunity Cost Of Our Spending Habits
When it comes to financial planning I'm a proponent of having visibility into your cash flow and knowing what money you have coming in and where is it going. The purpose is not to cut out that daily $3.50 coffee or to order less take out. (Both are things that I need to get under
Top 5 Apps to Save You Money
The smartphone has become the one-stop-shop when it comes to consumer demands. It feels like there is an app for almost everything. With the influx of unique and intuitive apps, there is no better time in history to take advantage of finance-related technology. We’ve rounded up our favorite apps
There’s More To Retirement Than Just Numbers
Have you considered the emotional aspects of retirement and how to plan wisely? In today’s world, people are working well past the age of 65 before retiring. Some people who are in good health may not be ready to retire just yet because they like what they do, want to keep busy, or need the extra