With the combination of all the craziness of Bitcoin, Gamestop, AMC, etc., and tax season being around the corner, I thought it could be helpful to take a deep dive into something that confuses a lot of people, taxes. As I scroll through Twitter, I think I see a minimum of 10 tweets a week talking about how people wish…
Student loans have become a hot topic over the last decade due to the burden these loans have caused on an entire generation. It is estimated that there are around 15.1 million borrowers with an average balance of $33,000 per borrower. That is a crazy number compared to years before. In 1995, the year I was born, the average student…
Something that has been on mind a lot lately is the idea of building wealth and how exactly to go about doing that. It feels like almost every day that I have a different friend reaching out to me and asking whether they should invest in Bitcoin, rental properties,Tesla, and the list goes on and on. My answer is always…
One of my goals for 2021 is to continue to educate young professionals on topics related to personal finance. It’s actually the most important goal for me this year. When I took the job as a financial advisor, I did not realize how little we as a society know about money and how to manage it. We spent years and…
Update on Myself and The Long Game Alright everyone…. Welcome back and sorry for the delay. I know I have been MIA for a few weeks now but I can explain. This Christmas season was wild to say the least as I unluckily got COVID in the middle of December and had to quarantine in Arizona for a couple weeks.…
As 2020 wraps up, I want to say thank you to everyone who has followed along and read my blog. 6 months ago, I would have never thought I would be where I am at today. Writing and creating content was something I felt I needed to do, not something I would love to do. Luckily, it turned out to…
2020 has made me appreciate coffee shops a lot more than I did last year. With working from home, I do not know if I could have made it through this year without the ability to switch it up every so often and work at one of these coffee shops. 1. Panera I have to give Panera the top spot…
A couple days ago, I posted these 12 questions to ask a financial advisor before you hire them. I thought it would be helpful if I revisit these questions and answer them for RLS Wealth so you can better understand our firm and how we work with our clients. 1. Are you a fiduciary? At RLS, we are fiduciaries. This…
Hiring a financial advisor is a pretty big decision. This may be the first time that you are allowing someone else into such a private part of your life. You are looking for someone who is trustworthy, knowledgeable, experienced, empathetic, and someone who shares similar values with you — so how do you go about figuring out if this person…
One of my good friends and colleagues, Treyton DeVore, posted a statistic on LinkedIn the other day that is astounding. It stated, “45% of U.S. adults say they’d rather visit the dentist than make an appointment with a financial advisor (AARP survey).” This shocks me because we all know much people hate going to the dentist. As a financial advisor,…