Planning for retirement isnât just about saving money â itâs about knowing how much you need to retire comfortably. That âhow muchâ is often referred to as your retirement number â the amount of money youâll need saved to maintain your lifestyle once you stop working. But do you know
Fifteen years ago, I had a different plan. I thought I was going to be an attorney. Specifically, an estate planning attorney like my great uncle. The one my grandfather said I looked just like. That stuck with me. I had the grades. I was studying finance. I played college
Using your phone number for third-party verification can enhance security, but it also exposes you to potential fraud. Cybercriminals use tactics such as SIM swapping, phishing, and social engineering to gain access to your accounts. Here are key strategies to protect yourself: Enable Two-Factor Authentication (2FA) Securely Protect Your Phone
For years, the idea of saving $1 million for retirement has been seen as the gold standard â a symbol of financial security and success. But in todayâs world of rising costs, longer life expectancies, and evolving lifestyle expectations, many are left wondering: is $1 million really enough to retire
When you become a parent, you will likely start to do everything in your power to set your child up for success. For some parents, this might include opening and funding an investment account for their children. However, before parents decide to go down this route, they should familiarize themselves
In an increasingly automated world, where subscriptions can be started with a single click and charges often quietly renew month after month, it’s easy to lose track of where your money is going. While technology has made financial transactions more convenient, it has also made it more important than ever
According to security.org, sixty-two million Americans experienced credit card fraud in 2024, with unauthorized purchases exceeding $6.2 billion annually. It is also worth noting that most fraudulent charges were accessed remotely through personal data and account information, rather than lost or stolen cards. This highlights the importance of taking steps
The next decade in business wonât look anything like the last. The rules are changing. Fast. What used to work â predictable growth, simple systems, even traditional marketing â is becoming outdated. We’re entering a time where adaptability, speed, and clarity matter more than size or legacy. After listening to
Youâd be surprised how fast your financial life can change when you have a clear planâand the right team behind you. Just ask John. We first met John on February 4th. At that time, he was feeling stuck. Not broke. Not reckless. Just⊠overwhelmed. Despite having a liquid net worth
James built and sold a company for eight figures. He didnât inherit wealth. He created itâthrough grit, risk, long hours, and an unwavering belief in what he was building. Today, James is worth over $10 million. But hereâs the twist: Youâd never know it. He doesnât drive the nicest truck