financial mistakes

Retirement Scams

What was the name of your favorite pet? Wait, don’t answer! It could get you scammed! We’ve all seen those innocent looking memes on social media asking fun questions like, “what’s your favorite song” or “who was your favorite teacher?” Millions of people give answers without realizing they’re providing password hints to scammers. Financial scams …

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The Dangers of Following Cookie-Cutter Financial Rules and Strategies

It’s important to understand why it’s dangerous to follow cookie-cutter solutions with regards to financial investments. This comes as a response to the common occurrence among many financial advisors who conveniently suggest existing and readily available solutions to their clients.  For anyone to appreciate the depth of the problem, one must first understand that investors …

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COVID and Retirement

One silver lining in any disaster is that we learn from it. The coronavirus pandemic was no exception. Governments learned, scientists learned, and hopefully you did, too. Let’s look at Four Personal Finance Lessons from the Coronavirus…

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