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    1. I’m Retired. Should I Pay Off My Mortgage?
      It’s 5 p.m. on a Tuesday, and you tune in to a radio show as you sit in gridlocked traffic.
    2. Using A Solo 401(k) For The Soon-To-Retire Entrepreneur
      The Roth IRA Peter Thiel used to amass billions in tax-free dollars has renewed interest in using tax-advantaged retirement plans as a means for accumulating wealth. What hangs up entrepreneurs is they don’t want to set aside wealth only to have it be taxed away. Whether you think of this as greed or good business, tax
    3. Gen Z Smart Money Blog: Smarter Travel for Safer Spending
      Is your Instagram feed filled with traveling pictures, but you’re at home stressing about your bank balance? You’re not alone.
    4. Assets That Can Be Used To Secure A Small Business Loan
      Every business at some point or other will require extra finance to meet for their operational expenses or to continue their growth. The reason could be as simple wanting to venture into a new stream or inadequate working capital. You need to find an alternative finance company that would grant you a loan by considerin
    5. Get 'smart' about credit cards
      The third Thursday of every October is Get Smart About Credit Day – a day to help promote the understanding of how credit works and how to build good
    6. Simple tips for discovering your home price range and using a mortgage calculator
      Buying a house can be one of the biggest purchases you ever make, and discovering your home price is an important step to take before you start looking
    7. 5 Simple Ways To Prepare Your Personal Finances For A Recession
      Last fall, recession fears were running high. It was hard to escape the conversation; predictions for the next big crash flew all over the media while clients, friends, acquaintances, and others constantly asked the team at my financial planing firm if a recession was really about to happen. Our answer to that question
    8. 5 Mortgage Truths That Can Save You From a Lifetime of Regret
      Whether you’re a first-time buyer or just trying to avoid another costly mistake, understanding the full picture behind mortgage lending could save you thousands or even tens of thousands of dollars over time.
    9. Five Signs It's Time to Retire in 2025
      Are you on the fence about retiring this year? Consider these signs to determine whether or not you're ready
    10. What The Self-Employed Need To Learn From The PPP Loan Process
      2020 has been a year of many lessons. From social distancing to coloring our own hair, we have all had to learn to adapt in a pandemic-driven world. It has been a time of change, reflection and fear. For many self-employed individuals, the Covid-19 pandemic has provided an additional lesson:  education in the finances