Tag: investments

Private Lending And The Pursuit Of Investment Income

Is Bigger Better?  Historically, big banks were the only lenders to consumers, small businesses and big business.  However, over the years, big banks have re-focused...

Traditional IRA Advantages & Disadvantages

Traditional IRAs are a great investment vehicle for retirement for those who qualify to contribute to them (there are some limitations), and they have some...

Squirrel:  The Intelligent Investor

These have not been ordinary times.  Since the onset of the Great Recession of 2008, we’ve been experiencing inflation rates of historically low levels. Low...

Don’t Get Ripped Off When Getting Your Taxes Done

Every year we talk to some people (either current clients or people we know who aren’t clients yet) who tell us that they were charged...

A Comprehensive Comparison of Retirement Plans

How do you see your retirement from your mind’s eye? Are you living the same lifestyle during your retired life? Have you managed to get...

So, You Want to be a Real Estate Tycoon?

A client of mine recently inherited some money. She’s happy with her investments but has been itching to buy a real estate investment property.  An...

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