Should you always keep an emergency fund?
…individuals over the years. Our firm uses a “team approach” to focus on retirement issues, estate planning needs and other various financial challenges. For a FREE consultation: Call (855) 904-REAP…
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Are Series I Bonds Right for Retirees?
…a Series I bond, you’ll pay the face value of the bond itself. For example, if you want to buy a $100 Series I bond, you’ll pay $100 for it….
Don’t Let Myths Derail Retirement
…continue to believe some common retirement myths that have the potential to derail or negatively impact one’s future. Myth: You only need to plan for retirement. Once you retire, the…
Take Your Financial Temperature Now
…unspent monthly chunk toward larger goals like retirement, kids’ college funds or other investment vehicles. Research has shown that time in the market may be more effective than trying to…
Retirement Planning for Expats and Immigrants
…slow down considerably, so make sure this is something you can realistically do without hurting your own finances in the process. For example, many companies like Remitly allow money back…
On Charitable Giving
…spiritual nourishment garnered here at OBPC every Sunday morning, but also others in our community, nation and world; “…when you were younger, you dressed yourself and went where you wanted;…
Retirement Risks for High Income-Earners
Retirement Risks for High Income-Earners From: REAP, LLC. | Retirement & Estate Advisors & Professionals Even middle- and upper-income earners face retirement risks. What are some of the biggest risks,…
Taking a Closer Look at Cryptocurrency
…individuals over the years. Our firm uses a “team approach” to focus on retirement issues, estate planning needs and other various financial challenges. For a FREE consultation: Call (855) 904-REAP…
Would your kids know how to handle an inheritance?
…and individuals over the years. Our firm uses a “team approach” to focus on retirement issues, estate planning needs and other various financial challenges. For a FREE consultation: Call (855)…
Money Mistakes You Don’t Have to Make
…how to be financially savvy no matter where you are in life: In Your 20s: Start saving. Compound interest means the earlier you begin, the larger your nest egg will…
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