From Our Point of View

There are many reasons you probably chose your career. Maybe it was the excitement of future opportunities, the salary, or the flexibility. For me, my reason was simple: I wanted a career where I could have a significant impact on people’s lives while using my passions and skills. From a young age, I saw that money, and how you handle it, can make or break your life. That’s why I decided to spend my days helping others discover financial freedom and feel empowered to make the right financial decisions for their lives.

2020 was a major reality check. We cannot predict the future and we have little control over anything. Even things we have always taken for granted were called into question, such as school for our children and time with loved ones. Saying that we all entered 2021 with some trepidation would be an understatement. Would it bring more restrictions, more confusion, more volatility?

Have you been daydreaming about your retirement lately? After the past year we’ve just had, who isn’t? I’m sure a relaxing and fulfilling retirement has never sounded sweeter, but not so fast! Before you begin packing your bags for that dream vacation, you’ll need to ensure your retirement accounts can foot the bill—not to mention all the bills to follow. Reality check: making your retirement years “golden” requires active planning and saving. There are countless retirement savings options—the problem is finding the account best suited for your unique needs.

Owning your own business can give you great freedom and power in life, but it also comes with great responsibility. One of the responsibilities business owners struggle with is creating a plan to convert their successful business into long-lasting personal wealth, namely retirement.

You might be feeling conflicting emotions regarding your newly acquired inheritance. Losing a loved one is hard, but inheriting money can be a blessing. An inheritance can improve your financial situation and bring peace of mind—it can also remind you of your loved one’s legacy and how much they cared for you.

Gold is not just for your eccentric uncle with the vault in his basement and a stockpile of canned food in preparation for the apocalypse. Gold can be a useful tool for diversification, but do the positives outweigh the negatives?