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Blog
Ken Michaels
Oct 31, 20244 min read
Planning your Social Security
Signed on August 17th, 1935, the Social Security Act was put in place to help pay retired workers with continuing income in retirement....
Ken Michaels
Oct 24, 20243 min read
Dividends
You’ve likely heard: “Get dividend stocks; they compound, and you get paid to own your investments.” But what exactly are dividends, and...
Ken Michaels
Oct 17, 20243 min read
Capital Gains
You’ve sold an investment you purchased over 10 years ago for a substantial gain. Now that you’ve made a profit, it’s time to pay your...
Ken Michaels
May 29, 20243 min read
Decoding Actively Managed Funds: Balancing Risk, Reward, and Reality
87.98% of actively managed funds underperformed the S&P 500 over a 15-year span. So why do investors still seek to outperform the market...
Ken Michaels
Aug 1, 20232 min read
Unlocking The Value of Restricted Stock
When it comes to employee compensation, restricted stock has gained popularity as an attractive incentive for both established...
Ken Michaels
Jul 24, 20232 min read
The Student Loan Debate: How Repayment Restart Will Impact Borrowers
Student loan forgiveness has been a topic of debate for years. Many have argued that forgiving student loans would ease the burden on...
Ken Michaels
Jun 28, 20232 min read
Three Stage Of Building Wealth
Financial success is a journey that comes in many different stages. Each with its unique set of goals, strategies, and considerations....
Ken Michaels
May 16, 20232 min read
Here Are 3 Ways To Build Your Wealth Right Now
Are you looking to plan for retirement but don’t know where to start? Today we're going to break down 3 types of investment accounts that yo
Ken Michaels
May 1, 20232 min read
Here's why ETFs make sense for your portfolio
ETFs have become increasingly popular for many investors. With several portfolio managers using ETFs it’s good to know what they are and why
Ken Michaels
Mar 15, 20232 min read
What Does It Mean To Be Diversified?
Investing can be a complex and challenging process, with many factors to consider, and the potential for risk and uncertainty at every...
Ken Michaels
Mar 7, 20232 min read
Lump Sum Or Annuity From Pension?
When it comes to deciding how to take your pension, you have two main options, a lump sum or a lifetime annuity. Many individuals...
Ken Michaels
Mar 1, 20233 min read
3-legged Stool Of Retirement
As you plan for retirement the most important question to ask yourself is “where will my income come from during retirement?” Typically,...
Ken Michaels
Feb 21, 20232 min read
What to do with your 401k when you change jobs?
Changing jobs is always tough, especially when it comes to your 401(k). When you change jobs, one of the important decisions you need to...
Ken Michaels
Feb 15, 20232 min read
How Much Should You Save For Retirement?
Retirement is a significant milestone in life, and it's important to start planning for it as early as possible. One of the most critical...
Ken Michaels
Feb 8, 20232 min read
Are You Investing With Your Emotions?
Investing can be a tricky and often emotional process. Whether you're new to investing or have been at it for a while, it's important to...
Ken Michaels
Feb 1, 20232 min read
5 Keys To Building Wealth
When it comes to building wealth things there are 5 key steps to set yourself up for financial success. Building wealth can be...
Ken Michaels
Dec 14, 20224 min read
What You Need To Know About Your 401(k)
As we see traditional pension plans slowly going away, there has been a rise in employer sponsored 401(k) plans. Many individuals are...
Ken Michaels
Dec 7, 20223 min read
Backdoor Roth IRA Conversions
What is a Backdoor Roth IRA? Is it true they are tax free? How do I rollover my IRA? Why do I want to do a Roth IRA Conversion? These are...
Ken Michaels
Jul 20, 20223 min read
The Best Way To "Time The Market" Is "Time In The Market"
Everybody knows who Warren Buffett is. The greatest investor of all time of course. Even at 91 Buffett is wealthier than ever, what's the...
Ken Michaels
Jul 6, 20223 min read
Time Value of Money
If you were offered $1,000 today or $1,100 a year from now which option would you take? If you chose $1,000 today you would be correct....
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