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5 “Safe” Investments That Look Safe But Aren’t
Image source: Unsplash Fixed annuities are often marketed as retirement-safe solutions, promising stable income and protection from stock market volatility.…
10 Legacy Planning Moves That Do More Harm Than Good
Image source: UnsplashLegacy planning is meant to give you peace of mind—to ensure your values, assets, and intentions live on…
Why Retirees Are Avoiding Reverse Mortgages Again in 2025
Image source: UnsplashReverse mortgages have always been a polarizing financial tool. Once embraced as a way for older adults to…
18 Habits That Separate the Rich and the Poor
My mission is to share my unique Rich Habits research in order to add value to your life and help you realize…
9 Reasons Why Baby Boomers Aren’t Leaving Much Wealth for the Next Generation
For many parents, the financial legacy they leave for their children is often considered during their retirement planning. Not only…
7 Signs You’re Building Wealth the Wrong Way
Image source: UnsplashEveryone wants to build wealth. But not everyone does it the right way. In fact, many people follow…
8 Senior Discounts That Aren’t Actually Discounts
Image source: Unsplash Senior discounts are marketed as perks for growing older—rewards for a lifetime of hard work and financial…
Why You Should Never Mix Business With Family (Even Once)
Image source: Unsplash At first, it might sound like a dream: starting a business with your sibling, hiring your cousin…
Dating Someone With Debt? Questions to Ask When You Notice Red Flags
How to Support a Partner With Debt – Ask Them: Are You Open to Advice or Support? Not everyone wants…
10 Ways People Accidentally Ruin Their Financial Legacy
Image Source: 123rf.com Building a financial legacy takes time, discipline, and intention. It’s the result of decades of smart choices—saving…
