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When is the Best Time to Invest? Might be in May.
Hooray we all made it through May with flying colors on the road to $1M investment portfolio. Just six months left to reach your Financial Goals.
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Here are the Top Three SECURE 2.0 Act starting 2025
If you are over the age of 40, you will need more than $2.5 million for retirement. The SECURE Act 2.0 aims to help you build more wealth.
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How to Improve and Excel in Your Financial Spring Cleaning Monthly
We might have missed the recession, there is still, no better time for a financial spring cleaning. Every April is a great excuse to improve your personal finances.
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The ‘Millennial Dreamโ of a Condo, EV, Farmer’s Market, and Travel Now Costs $6.8 Million
From EVs, expensive homes, farmers' markets, and travel; our 'Millennial Dream' is expensive. We will need nearly $7 million.
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Breaking Down Our Strategy to Achieve a $1,000,000 Investment Portfolio
A breakdown of our household's investments as of March 2024 through 2025. Still, on track with the Net/Max Financial Plan to retire early.
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How We Improved Our Wealth Cash Flow for March
Investments moved up in March 2024, leading to the high performing quarter since 2019. While prices are high, we are still pressing on with our cash flow. It's costing the average household an extra $6,000 per year to keep up. The real question is, are you keeping up?
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Is Investing Still a Better Bet over Saving? Yes!!!
Each year comes with its share of trials and tribulations. The best part of the recent high inflation (2022-2024) is that it is over, now it’s time to realign your financial ducks in order. With the market diving in late March 2024, a few top-performing companies carried the entire economy. This presents a colossal opportunity for investors over long-term savers with cash to spare. The market priced in the losses, we are likely in for at least an 8% to 10% upswing toward the end of the year. If you are ready, it’s time to BUY low and HOLD for dear life. Buy ETFs Low, and Hold for Highs While…
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How to Rekindle Love and Wealth During an AI Bull Market
All is Fair in Love, Inflation, and Nvidia. Since we can't predict the future best thing to do now is to inflation-proof your net worth. Hopefully this is a start to an AI bull market.
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Using Whole Life Insurance for Retirement? Read the Fine Print
By now you likely heard of whole life insurance. If not, you are in luck. This is where you really have to read the fine print. If you ever run into an insurance advisor, producer, agent, or associate, just know that they are insurance sellers. They make a commission on the sale. That should be warning enough. Worst yet, they really donโt make that much annually (ref. ). This makes them very desperate which forces them to stretch the truth on the benefits of their services or products. Specifically, if you want to protect your hard-earned dollars, pay attention to the sleight of hand. Keep an eye out for the…
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How to Create a Modern Savings Plan That Scales
65% of Americans will be impacted by a financial emergency. Only 27% have an emergency plan in place. Hereโs How to Create Your Own Acid Plan
