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Author: Matt

Retirees Beware: The Debt Spiral Unleashed by Buy Now, Pay Later Services!

Posted on September 27, 2023September 27, 2023 by Matt

The modern shopping landscape is evolving with the concept of Buy Now, Pay Later (BNPL) services. These services allow consumers to purchase goods immediately and defer payments over a specified period, typically…

Bored in Retirement? Ignite Passion with These Unmissable Hobbies!

Posted on September 25, 2023September 25, 2023 by Matt

Retirement is not the end but a new beginning to a life filled with opportunities and time to pursue what you love. It’s a period where the constraints of a 9 to…

The IRS’s Bold Move That Could Shake the Foundations of Small Businesses!

Posted on September 24, 2023September 24, 2023 by Matt

Recently, the Internal Revenue Service (IRS) has shifted its focus towards a particular type of business structure known as “pass-through” entities. This move ensures that high-income earners are held accountable for their…

Why Your Retirement Strategy Might Be a Ticking Time Bomb!

Posted on September 20, 2023September 20, 2023 by Matt

A popular belief suggests a diversified portfolio can be sustained for 30 years with a withdrawal rate of 4% or less, adjusted annually for inflation. However, this is only sometimes applicable. Your…

Is Retirement Ruining Relationships? The Inside Scoop Revealed!

Posted on September 17, 2023September 17, 2023 by Matt

Retirement is a significant milestone, marking the culmination of decades of hard work. But as the daily grind comes to a halt, couples often find themselves navigating a new set of challenges….

Unbelievable Ways to Save Thousands on Funeral Expenses!

Posted on September 13, 2023September 13, 2023 by Matt

The cost of bidding farewell to a loved one can be staggering. I’ve seen countless families grapple with the unexpected financial burden of funeral expenses. But with strategic planning and informed choices,…

Why Modern Banks Are Begging You to Reconsider THIS Old-School Security!

Posted on September 10, 2023September 10, 2023 by Matt

In today’s digital-first world, where cloud storage reigns supreme, one might think that the traditional safe deposit box, nestled in the heart of brick-and-mortar banks, is becoming obsolete. But before you dismiss…

Are You Making This Fatal Mistake with Your Retirement Savings

Posted on September 6, 2023September 6, 2023 by Matt

Ah, retirement—the golden years where you’re supposed to relax, and enjoy the efforts of your labor. But here’s the kicker: If you’re banking solely on Social Security, you’re setting yourself up for…

Why Your Current Disaster Plan is a Ticking Time Bomb—And How to Fix It!

Posted on September 3, 2023September 3, 2023 by Matt

Natural disasters like hurricanes, wildfires, and tornadoes can strike at any moment, leaving devastation in their wake. Being prepared can significantly reduce stress and potential damage. This guide provides a comprehensive checklist…

Avoid Financial Ruin: The Top 3 IRA Mistakes That Could Cost You Thousands

Posted on August 30, 2023August 30, 2023 by Matt

The devil is in the details regarding Individual Retirement Accounts (IRAs). A seemingly small oversight can result in hefty penalties that could have been easily avoided. As a financial advisor, I’ve repeatedly…

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