Oct 4, 2022
According to Statista, the number of retirees relying on Social Security benefits has increased exponentially in recent years, amounting to almost 47.3 million people in 2021. Regarding expenses, statistics show that the average retiree needs to set aside a lump sum...
Sep 22, 2022
Becoming a Certified Public Accountant (CPA) can be a demanding and stressful process, requiring extensive studying, testing, and uncertainty about the outcome. You may even question if it’s all worth it. However, why do people put themselves through this...
Sep 6, 2022
Asking for referrals is essential for business growth, but it can be difficult to do. Advisors may feel anxious about rejection or come off as pushy. However, failing to ask clients for referrals means missing out on important connections and business growth....
Aug 25, 2022
In retirement, risk-taking is generally discouraged; however, investing in real estate through your Individual Retirement Account (IRA) can be an excellent way to bolster the money saved for those golden years. With a thoughtful strategy and proper diversification...
Aug 9, 2022
Real estate is a great investment for diversification, as it can provide steady streams of income that are not subject to the stock market’s volatility. With solid returns and more predictability than many other financial investments, buying a single-family home...
Aug 9, 2022
Financial advisors must maintain positive client relationships in order to keep them. Effective communication is a critical component of developing these relationships. With the abundance of communication channels available today, clients expect timely and efficient...
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