I have wanted to write about this topic for a while now. After working with over 80 households of people aged 22- 40 in the past 4 years, what I have found is that many people in this age range are unhappy. They feel lost. They had this vision in their head of how life was going to go. They…
Here’s a common question that comes up in my first meeting with prospects: “Okay, so if this is going to cost me $150 a month, then I expect you to make me more than that. Is that fair?” As an advisor, you do want to help grow your clients’ investments, but an advisors’ value is not that simple — investment…
“I am not going to invest now, are you crazy? Have you seen the market! It’s so high right now. There’s definitely going to be a correction soon.” How many of you have heard statements like this recently? I am guessing all of you answered yes to that question. We have all heard statements like this recently from coworkers, friends,…
As AllStreet Wealth launches this week, I thought it would be helpful to explain everything about our company — from the name, to who we work with, to the price, to the process, to the content to expect. Let’s get into it! Why The Name AllStreet Wealth? And Who Do We Work With? Traditionally, WallStreet and large financial institutions would…
I am going to keep this one short and to the point. Many people think investing is all about picking the right stocks that are going to 100x in the next 10 years — and while that would be great to be able to do, very very very few people can consistently do that. So… if it’s not all about…
I promised my readers that I would keep you up to date with changes that occur around student loans — so after last week, a new blog post is needed. On August 6th, the Biden Administration extended student loan forbearance through January 31, 2022. This is huge for everyone who has federal student loans outstanding. For those that aren’t sure,…
Wasting your 20’s and 30’s can mean different things to different people. Some may consider grinding on work and saving lots of money but missing out on life with your friends and family as wasting your 20’s and 30’s. Others might consider the exact opposite as wasting your 20’s and 30’s — not focusing on growing your skills, partying and…
Many millennials find themselves confused by all the different investment and retirement accounts that exist. I mean how could they not when there are so many and each have different rules, different contribution limits, different income limits, etc. so I thought it would be helpful to create a longer post on the main type of accounts you will see, the…
“Most great fortunes are built slowly. They are based on the principle of compound interest.” – Brian Tracy I could go on and on all day with quotes about compound interest but hopefully, you understand how powerful compound interest truly is, and if you believe in it, your goal should be to allow your money to stay invested for as…
I was planning to take this week off from the blog as I am headed out on Tuesday to California for vacation. Then Monday rolled around, and I changed my mind. I decided to write a quick blog post about something that has been on my mind for a while now. As a financial planner, so much of my job…