In this episode, the relatable finance guys explain which tools are helpful for assessing the economy.
When second and third marriages result in the blending of two families, a complicated financial picture may emerge. Couples entering a second or third marriage bring with them ex-spouses, children from previous relationships and financial responsibilities, assets and liabilities that may carry deep emotional attachments. Addressing these delicate issues from the onset will help newly […]
In this episode the relatable finance guys talk to Broward County Vice Mayor Michael Udine about the importance of local government and local economic engines.
Novice investors often use the terms saving, investing and speculating interchangeably. However, there are significant differences between each of these approaches to wealth accumulation. Savvy investors will understand these distinctions and recognize when one strategy may be preferential to another. Saving The dictionary defines saving as preservation from danger or destruction. When applied to personal […]
In this episode the relatable finance guys share information about the various categories of stocks and indices.
In this episode the relatable finance guys talk to an executive with Miami’s Downtown Development Agency to learn about incentives for relocating businesses.
Trusts have become an increasingly popular estate planning tool among individuals at all income levels who want to avoid probate and ensure the quick and private transfer of assets to their loved ones upon their death. This level of control complements the use of a will and provides users with the added peace of mind […]
In this episode the relatable finance guys talk about taxes and what might be changing.
Saving for retirement through an employer’s 401(k) plan is a great way to invest in yourself – both for today and for your future. With each contribution to your plan, you essentially pay yourself (rather than Uncle Sam) and allow those payments to stay invested in the market, where they have the potential to grow […]
In this episode the relatable finance guys discuss ideas to consider when saving for college expenses. As with other investments, there are generally fees and expenses associated with participation in a 529 plan. There is also a risk that these plans may lose money or not perform well enough to cover education costs […]
In this episode the relatable finance guys break down the causes and impacts of inflation.
In this episode the relatable finance guys introduce recent innovations in finance and how they impact investing opportunities.
The Department of Labor’s Employee Benefits Security Administration (EBSA) recently released cybersecurity guidance to help retirement plan sponsors (employers and business owners), record keepers and other plan fiduciaries mitigate the growing risks of cyber threats, including fraud and identity theft. According to the EBSA, employer-sponsored retirement plans regulated by the Employee Retirement Income Security Act […]
In this episode the relatable finance guys discuss the impact of small and consistent activity on your investment strategies.
Gone are the days when you had to make a special trip to your local bank branch to make a deposit or transfer money from one account to another. With the proliferation of mobile apps today, you can manage all your banking and investing needs from the comfort of your home or any Wi-Fi-enabled remote […]