Retirement Is Expensive
In many parts of the US, $1 million in retirement money won’t even last 20 years. Estimates on healthcare costs from Vanguard project that a typical 65-year-old retired couple will spend $197,000 in healthcare expenses alone during their retirement, or just about 30% of what the typical 60-something has saved. According to a survey by […]
Attend To These Financial Matters Before 2021 Ends!
As we approach year-end, there are a few things you need to tend to financially before you launch into full holiday season mode. Before we say goodbye to 2021 it’s time to assess the year and outline what you want 2022 to look like. Here’s our top 5 areas to review before year end to […]
Easy Read Books on Finance
Nothing beats an old-fashioned book when it comes to learning the specifics about personal finance Like being told to eat your vegetables, financial books are a tough sell to make it to your reading list. But who says brushing up on your financial I.Q. should be torture? Wall Street has always portrayed themselves as high […]
How Is Your Financial Literacy?
A recent on-line survey conducted by the American College of Financial services was done to assess the retirement literacy among those at or near retirement. Respondents were between the ages of 60 and 75 with at least $100k in household assets not including their primary residence. To be completely honest as someone in the survey […]
Mail Bag Question Blog
It’s always a pleasure to feature a Q & A lightning round with one of our favorite financial minds Jill Schlesinger. Jill currently serves as CBS’ Business News Analyst & has been sharing her knowledge and expertise in national publications for well over a decade. Today she responds to questions from the mailbag. Q: We […]
Mystery of Our National Debt
From our friends @ the Chicago Tribune, courtesy of one of the world’s top minds on financial literacy, our featured guest, Terry Savage. Our national debt is the sum of all the money we have borrowed over our country’s history. It is currently nearing $29 trillion. Sadly, we have grown accustomed to such huge […]
Investing in the United States FAQ’S
Can a foreign citizen purchase real estate in the United States? Yes, a foreign citizen can purchase property in the United States and may purchase using a trust, a domestic LLC, or even a foreign corporation. Each of these business structures can help give buyers extra protection against liability, and grants tax advantages to foreign […]
Your Golden Ticket- Citizenship by Investment
Perhaps the fastest way to get a Green Card in comparison to other paths like the EB-1/2/3 the EB-5 program allows foreign nationals to make a qualifying investment into a new or existing US commercial real estate project that creates 10 jobs in exchange for a Green Card. EB-5 Investors and their families may gain […]
Real Estate Auctions: Need To Know
It is certainly a sellers’ market as witnessed by countless homes being sold above asking prices regardless of condition. Seasoned investors have taken to secondary and tertiary markets to identify assets with enough “meat on the bone” to invest in. Real estate auctions have provided some great deals for seasoned investors but are rarely a […]
The Self-Directed Vacation Rental
The love for vacation rental acquisitions continues to increase so there is no question that they can be a big earner in your self-directed IRA. It is not unusual for self-directed IRA investors thinking of retirement to assume they can use capital in their self-directed account to enact this type of strategy. In fact, it’s […]
