Since 2020, the world has transformed how we work and engage with one another. It has significantly impacted how investors interact with their financial advisors. In my experience, most investors preferred to meet with their advisors in person prior to the pandemic.

Life insurance is essential for more than just money because it provides emotional reassurance, preserves a legacy, and allows for strategic financial planning.

Almost every investor will be aware at some point in their life that they are receiving "qualified dividends." This naturally leads to the question: What is the difference between qualified dividends and ordinary dividends?

Roth conversions can be a powerful tool in minimizing tax liabilities, especially when combined with valuation discounts. By strategically converting traditional IRA or 401(k) assets into Roth accounts, you can potentially reduce future tax burdens and enjoy tax-free growth on your investments.

People who do not know how to locate the greatest 401(k) investments do not maximize the benefits of their retirement plan.

A recession is the most terrifying beast in the ordinary investor's closet of fears. It's easy to see why. Recessions are feared because they can result in reduced housing prices, decreased stock prices, and unemployment.

Bonds may appear to be dull, but they are not. They are also not a wonderful shelter for wealthy, retired people who never wish to lose money.

In this video, I delve into crucial topics impacting our current economic landscape, including the possibility of a recession, the dynamics of inflation, and the measures the government is taking to navigate this challenging financial environment.

Managing taxes in retirement can be difficult. Income and tax bracket changes may cause your tax situation to differ from that during your working years. Required retirement account withdrawals, as well as income from other sources, can all have an impact on your tax liability. 

The price-to-earnings ratio, or P/E ratio, is a tool investors use to assess whether a stock is priced appropriately. Here's how it functions.