Financial Planning

An End to Real Estate Buyer’s Remorse

By |2024-01-15T16:10:24-08:00January 15, 2024|Financial Planning, Real Estate Investments|

Recently I sat with a friend who is suffering from buyer's remorse on a recent real estate purchase. They found themself in the same financial place as many post-retired people. When we stop working, we often don't have the required cash flow stream to get a real estate loan.

Financial Planning Strategies For Retirement During A Recession

By |2023-04-27T14:40:30-07:00April 27, 2023|Financial Planning, Investing|

In these uncertain times, retirement planning can seem like an overwhelming task. The ongoing economic recession has further added to the worries about our financial future.

How Mutual Funds Can Help You Build Wealth and Secure Your Financial Future

By |2023-04-19T04:28:56-07:00April 19, 2023|Financial Planning, Investing|

Mutual funds are an investment vehicle that allow investors to pool their money together to purchase a diversified portfolio of stocks, bonds or other securities.

Investing During a Recession: Strategies for Securing Your Financial Future

By |2023-04-18T10:51:52-07:00April 18, 2023|Financial Planning, Investing|

Recessions are an unfortunate reality of the economic cycle, with a downturn in economic indicators usually leading to job losses, reduced consumer spending, and slow growth.

Interest Rates Have A Direct Impact On Stock And Bond Markets

By |2023-04-16T23:33:59-07:00April 16, 2023|Financial Planning, Investing|

It is a critical tool used by central banks to manage the economy. Interest rates have a direct impact on stock and bond markets, and it's imperative to understand how they work.

The Future of Investment: Opportunities and Risks in the Digital Age

By |2023-02-28T18:00:03-08:00February 28, 2023|Financial Planning, Investing|

Investing can be a great way to build wealth and achieve financial goals. However, investment mistakes can lead to significant losses, and it's crucial to avoid them.

Investing in Your Future: Building a Sustainable Investment Plan

By |2023-02-27T19:43:11-08:00February 27, 2023|Financial Planning, Investing|

Building a sustainable investment portfolio requires careful consideration of financial objectives, risk tolerance and diversification. It pays to have a well-thought-out financial plan.

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