Inflation and Retirement: 3 Strategies to Protect Your Money Inflation is a still hot topic these days for good reason. The rate of inflation has come down from the highs of 2022, but is still…
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7 Types of Insurance for Real Estate Agents
Insurance for Real Estate Agents: What to Know As a real estate agent, you’ve worked hard to build your career and accumulate wealth. But unforeseen events can jeopardize everything you’ve achieved. That’s why it’s crucial…
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Should You Take Your Pension as a Lump Sum? 7 Considerations
When it comes time to retire, many people are faced with deciding whether to take their pension in a lump sum or as monthly payments. There are pros and cons to both options, and the…
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Is My Money Safe in the Bank?
When it comes to the security of the cash we have in our bank or local credit union, we often don’t give it a second thought – and for good reason. Numerous checks and balances…
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Using Qualified Charitable Distribution (QCDs) to Maximize Charitable Donations
The IRS has carved out a way for individuals over 70.5 to make charitable donations up to a certain amount that are tax exempt. We define this as a Qualified Charitable Distribution (QCD). If you…
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