Where to Stash Your Cash
With interest rates and inflation rising, you might be wondering how to maximize your cash. The positive of higher rates is now you can now earn a decent return on your cash. To make the most of your money, let’s look into the following options: High Yield SavingsOne...
5 of The Biggest Investing Myths
Could these investing myths be holding you back? In this blog we will debunk some of the commonly held beliefs. 1. The Stock Market is a CasinoWhen done correctly, investing and gambling have nothing in common. In a casino, the longer you play, the more likely you are...
Pay Yourself First: Reverse Budgeting Explained
While budgeting might seem like a practical solution on paper, it is difficult to implement. Traditional budgeting is time consuming to set up and tedious to manage. Rather than focusing on expense, it’s better to focus on a solution called reverse budgeting. The...
How Much Will You Spend in Retirement?
Wondering how much you need to retire is a common question, but have you considered how much you'll actually spend once you're retired? Knowing your anticipated expenses can significantly impact how you prepare for retirement. In this post, we'll explore various...
The 10 Biggest Money Mistakes
In this article we’ll look into the major money mistakes that frequently push individuals into financial trouble. By avoiding some of these missteps, you can help set yourself up for financial success in the future. 1. Prioritizing Spending Cuts Over Income GrowthSome...
The Ultimate Guide to Understanding Your Credit Score
Did you know that a good credit score can save you thousands of dollars over your lifetime? It affects your ability to buy a home, take out a loan, and even impact how employers may view your job application. Your credit score is a key indicator of your overall...
Preparing for Retirement?
Typically, George Maroudas in our office writes all (most for sure) of our blogs. This week I stumbled on an article written by our custodian, LPL. We see a ton of these and normally I don’t like forwarding, but this one I enjoyed and think it does a good job covering...
Why Your Net Worth Isn’t The Most Important Number
What number truly defines your financial health? Net worth often stands in the spotlight when discussing personal finance, and it's simple to see why: it's your total assets minus your total debts. But the story doesn't end there. Consider this: two individuals might...
Why You Should Stay The Course
Last year marked one of the most challenging periods for financial markets since 1931, leaving countless investors anxious about what the future held. As we entered 2023, the predictions offered little comfort, adding to the uncertainty that hung in the air. But...
The Week in Charts
Some of the best charts from the week that tell a story about the markets and economy. Non Recessionary Bear MarketThe recent bear market is consistent with the average non-recessionary bear market. It lasted for 282 days and resulted in a loss of 25.4%, which is very...
Plan to Rise Above®
Welcome to the Plan to Rise Above® Blog. Continue to check back for new and exciting content in the world of financial planning, wealth management and personal finance.
