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Category: Financial Planning

692 results found
faq

I’ve Maxed Out My Retirement Accounts. Now What?

Brokerage accounts can be a great solution. We recommend saving 20-25% towards retirement. For many high-income earners, saving just to…

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episode

Why Americans Are Actually BROKE! (2022 Edition)

Nearly 60% of Americans can’t come up with $1,000 in an emergency. Even more are living paycheck-to-paycheck. Why are Americans…

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article

Brian Preston Featured on The Journal of Accountancy Article.

The Journal of Accountancy is full of valuable financial knowledge, so when Joshua Wiesenfeld reached out to have Brian Preston…

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episode

The Dark Side of Being a Millionaire! (The Truth About Being Wealthy)

Being a millionaire isn’t always sunshine and rainbows. In this episode, we’ll discuss some common pitfalls and traps millionaires fall…

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episode

Are You Letting Money Ruin Your Relationships?

Money is one of the biggest areas of conflict in a relationship, whether it’s with your employer, spouse, children, or…

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article

Is Inflation Here To Stay?

Inflation has been on everyone’s mind recently, whether you’re in the financial world or not. The consumer price index (CPI)…

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article

How To Buy Your First Home the Right Way

If you are trying to buy your first home right now, you are probably not having a great time. Mortgage…

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article

Are Equity-Indexed Life Insurance Products Good Investments?

Equity-indexed life insurance products promise stock market-like returns with no risk of losing money (if market returns are negative, the…

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article

Your Complete Guide to FAFSA

The Free Application for Federal Student Aid, or FAFSA, determines how much you or your child may receive in financial…

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article

Are We in a Housing Market Bubble?

Housing prices have been skyrocketing across the country with no end in sight. Are we in a real estate bubble…

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