A Fast Guide to Curb Appeal

  When it comes to selling a home, first impressions matter. Buyers aren’t likely to click on a listing, much less schedule a viewing, if the cover photo doesn’t catch their eye. You’re also unlikely to catch buyers from a “For Sale” sign with an unattractive facade. That’s why it’s so important to make sure … Continued

SEC Expands Accredited Investor Definition

August 26, 2020- The Securities and Exchange Commission (the “SEC“) today took an initial step towards democratizing access to private investments by expanding the definition of an “accredited investor” to include persons who have demonstrated certain levels of financial sophistication. Qualifying as an “accredited investor” is important because it is a regulatory prerequisite to participation … Continued

Invest in Real Estate with Your IRA?

Most of our clients know that we are huge advocates of investing in real estate versus stocks, bonds, annuities, precious metals and do so even with our own retirement accounts. Even if the market crashes, you still have something that produces monthly income and that real estate assets can recoup its valuation and typically does … Continued

Nearly 1 in 4 Americans Took out a Personal Loan in the Last Decade

Point of Interest A recent Interest.com survey found that 1/4 Americans have taken out a personal loan in the last decade and nearly 90% are satisfied with their experience. Taking out a loan has always been a popular way to handle unexpected expenses, but the COVID-19 pandemic has forced people across the world to reevaluate … Continued

Will the Coronavirus Selloff Ruin Your Retirement?

Markets are swinging and fears are mounting. What does that mean as retirement looms?   The final week of February was a brutal one for the stock market, as fears of a worldwide coronavirus outbreak sparked a massive sell-off. Now you’ll often hear that you don’t have to worry about losing money in a stock market downturn … Continued

Retirees’ Top Financial Concerns All Revolve Around This 1 Thing

Hint: It’s something unavoidable for seniors. Though retirement is an exciting milestone to look forward to, the idea of it can be nerve-wracking. After all, there’s a host of financial unknowns associated with retirement, and living on a fixed income leaves many seniors struggling to make ends meet. It’s therefore encouraging to learn that 84% … Continued

SECURE Act a game-changer for retirement plans

The most significant legislation affecting retirement became law — as of Friday, Dec. 20. Congress passed an important retirement-savings law called Setting Every Community Up for Retirement Enhancement, or the SECURE Act of 2019. The law takes effect on Jan. 1, 2020. After stalling for months, Congress suddenly passed the bills as an attachment to … Continued