Dustin Murdoff from Mundorf Wealth Management takes a deep dive with Mark DiOrio, Chief Investment Officer at Brookstone Capital Management, on what a Risk-Managed Investment Approach looks like. Here they discuss how Advanced Strategy Diversification is central to that approach.

The Average Retirement Age in 2023 in the US vs Canada

From: www.gobankingrates.com

Retirement marks a significant milestone in many people’s lives. This is the point when you take a step back from active employment and enjoy the fruits of your labor. But when this happens can vary widely, influenced by factors like health, financial readiness, and personal choice. In 2023, the retirement landscape in the United States and Canada shows…

The Importance of Our Pet Families!

For some of us, our families are spread out all over the country, maybe even the world in some cases. Not all of us are fortunate enough to have our loved ones as close as we would like, but we are lucky to enjoy the company of our furry family that help to keep us active and lift our spirits daily.

Many Americans are choosing to age in place. A large part of…

I’m a Financial Planning Expert: Here Are My Best Tips for Living Off of Social Security

From: www.gobankingrates.com

For some people in their 20s, when they land that first great job and have some disposable income to spare, their attention — and money — turn to spending on a fun car or a stellar downtown apartment. But the experts say it’s actually time to start saving for something…

A Guide to Turning 65

From: www.mutualofomaha.com

According to a 2019 U.S. Census Bureau report, more than 10,000 people in the U.S. turn 65 every day a number that’s only going to grow over the next five years. In addition to being the age at which Americans become eligible for Medicare, 65 has long been regarded as the traditional age for retirement. But as we’re living longer, and in many…

The Society of Actuaries created this great retirement infographic that communicates life expectancy in a very simple way. Many people base their planning on what their grandparents or parents experienced, but individual life expectancies have improved dramatically over the past century.

Brian Ortiz: Venture Capital vs. Private Equity

From: www.linkedin.com

I’m utilizing two separate sources for this post as both complement each other nicely:

Patrick Roberts, JD from HedgeStone Business Advisors (insights) & Clay Brock from Hadley Capital (image below).

Patrick elaborates… Venture Capital (VC) and Private Equity (PE) represent separate forms of investment…

The Stock Market History

From: linkedin.com

From the Roaring Twenties to the Tech Boom and beyond, witness the incredible journey of the stock market through time with this stunning visual history.

The 4 expenses retirees most underestimate, and how advisors can help

From: www.financial-planning.com

Marianne Nolte knew that caring for her mother-in-law would be expensive, especially after the 94-year-old moved into an assisted living center. But there was one expense that caught Nolte’s family off guard.

Charitable Contributions

From: www.fidelitycharitable.org

Optimize your charitable planning for maximum tax savings

Understanding the tax strategies related to charitable contributions can help you decide how much to give, what asset to give and when to give, so you can provide the maximum amount to charity—and receive the maximum tax advantages for yourself.

Why charitable contributions can help you receive maximum tax advantages

According to the report Giving USA , U.S. families and individuals give…