A Big Win for Retirees: The Secure 2.0 Act
The Secure 2.0 Act will have some nice outcomes for retirees moving forward. Most people do not think about how or when they will likely...
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MVPLwrc
- Mar 7
- 4 min
The Increasing Debt in the US Economy: No Way Out?
With the current US debt at around $31 trillion dollars and growing daily, is there a way out for America? Let’s dissect the question of...
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MVPLwrc
- Mar 2
- 3 min
What are the Risks in Self-Directed IRAs?
Recently I read an article in Forbes’s where the author shared some information about risks in self-directed IRAs that many investors may...
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MVPLwrc
- Feb 21
- 4 min
Financial Psychology:
What's Holding You Back From Achieving Your Dreams? A few years ago, I would have asked what in the world is a Financial Psychologist and...
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MVPLwrc
- Feb 14
- 4 min
Can You Get a Bank or Third Party to Pay Your Insurance Premiums?
Leverage Other People's Money to Finance Your Insurance Premium
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MVPLwrc
- Feb 7
- 3 min
How Does Pricing Work with Gold and Silver?
How Does Pricing Work with Gold and Silver?
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MVPLwrc
- Dec 21, 2022
- 3 min
Are We in a Recession or Not?
Signs of a Recession and How to Regain Some Personal Control I will try not to slant this in any particular way, but I think some things...
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MVPLwrc
- Dec 7, 2022
- 3 min
Is The Green New Deal Going to Affect Your Retirement?
What the New Regulation Issued by the Biden Administration Means Recently I read an article that discussed how investment fiduciaries –...
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MVPLwrc
- Nov 15, 2022
- 3 min
Shopping for Life Insurance? What is the Purpose of Having Supplemental Term Built into the Design?
One of the biggest regrets my parents had was that they never invested in life insurance. When my dad became ill and his treatment...
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MVPLwrc
- Nov 11, 2022
- 3 min
Taking Advantage of IRS Tax Codes to Reduce Taxes in Your Portfolio: Do You Qualify?
The truth is that most average Americans have only been taught one way to plan for retirement -- which usually includes investing in the...
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MVPLwrc
- Oct 21, 2022
- 3 min
Will You Be Claiming Social Security Soon?
Approximately nine out of ten people aged 65 or older are claiming Social Security benefits as of June of 2022. For the elderly...
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MVPLwrc
- Oct 3, 2022
- 2 min
Ending Financial Illiteracy
Only 3% of people in this country actually have a written financial plan per SOFA, The Society for Financial Awareness. Most people are...
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MVPLwrc
- Sep 29, 2022
- 3 min
What is the Relationship Between Gold & Silver to Real Estate?
With access to so much information online, it’s easy to get overwhelmed about certain subjects, particularly financial investments. There...
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MVPLwrc
- Jul 26, 2022
- 3 min
How Come My Dad or Mom Never Taught Me This?
One question that I repeatedly get when I’m talking with clients is: how come I never heard of this before, or why didn’t my parents...
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MVPLwrc
- Apr 9, 2022
- 3 min
The Tax Train is Barreling Down the Track! What You Need to Know
I am not a tax professional, but I partner with the best in the business including the former Director of the Internal Revenue Service...
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MVPLwrc
- Mar 10, 2022
- 3 min
Is Your House in Order?
A few years ago, I embarked on a career in financial services. When I say that I didn’t know anything, I’m not kidding. While I consider...
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