The Spirit of Charles Ponzi Lives On
Charles Ponzi died penniless in 1949. The man himself is long forgotten, but his spirit lives on. Two recent convictions are a cautionary tale. Let the buyer beware.
Should You Collect Social Security and Invest the Difference?
In the past few months, some social media “finfluencers” have suggested that it might be a good idea to collect your Social Security early and invest the money in the stock market. Does it actually work? We follow up on a recent article from The Wall Street Journal that covers the issue in detail.
Nine Reasons You Need an Agent When You Buy Life Insurance
No matter how far we go with AI, there are a few places where we need to deal with a real human being. Life insurance is one of those places. Here are nine reasons why it helps to have an agent when you buy life insurance.
Are My Retirement Savings on Track?
It’s an age-old question that seems like everybody asks: am I saving enough for retirement? It’s never going to yield an easy answer. There are so many variables: age, future savings rates, rate of return, lifestyle, etc. Where do you even begin? Fortunately, there are benchmarks available at every age that can give you a sense of whether you’re on track.
Are You Ready for the Great Wealth Transfer?
Are you ready for the “Great Wealth Transfer”? It’s not that far off. The sooner you start your planning, the better.