01 Apr Do you know if your retirement is at risk?
An analysis of data from the Federal Reserve Survey of Consumer Finances found that 47% of U.S. households were at risk of not having adequate retirement income, but only 19% were aware...
budgeting Tag
19 Mar Active or Inactive?
Is your asset active or inactive? An active asset generates revenue, such as my client's Airbnb property. Conversely, an inactive asset does not generate income and may even incur expenses, like...
05 Dec Organized books into Insight
“Accounting is a way to turn organized books into insight.” ~ Seth Godin I enjoyed this Seth Godin post, in particular points 2 and 4, below, which could equally apply to...
06 Nov Five Investment Tasks to Tackle by Year-End
Market turbulence in 2020 may have wreaked havoc on your investment goals for the year. It probably also highlighted the importance of periodically reviewing your investment portfolio to determine whether...
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