October 2022 Americans Seeking Safety for Their Savings Hits 2008 Financial Crisis Levels US searches for “CD rates” and “best savings rate” reach highest levels since 2008 Financial Crisis. Analysis reveals New Jersey has the highest rate of people searching for safety and interest income. New York and Connecticut rank second and third, respectively. Main […]
The most popular article I’ve ever written was titled “Want to retire in 10 years? Here is what you need to do”. I don’t consider it my best work, not by a long shot. Given the amount of traffic this article continues to get, it is certainly a compelling headline. In this article, I’m going […]
To ensure your wishes and goals are met at the end of your life, estate planning is vital. Though it can be an uncomfortable and tedious process, communicating your desires and creating a plan can give you the confidence to confirm that your estate will be taken care of according to your wishes. Estate planning […]
Learn the money fears that financial experts most often see women experience and their advice to overcome them. In the first piece of this two-part article, I covered “The 10 Money Challenges and Two Advantages of Women over Men” with the help of seven financial advisors. In this second piece, I bring those financial pros […]
Be crazy… like a fox! You know the old saying, “Fight fire with fire”? It kind of has a nice ring to it, right? Here’s a nice twist on it – using credit card issuers’ setups to claw back a bunch of money they charge you. Isn’t that poetic justice? But is it realistic? Can […]
You may think (as I did) that “side hustle” is a new term. We’d both be wrong. According to Merriam-Webster, the term is 70 years old! What’s new is how the gig economy took off and found the semi-dormant term a perfect linguistic fit. According to a Zapier report, more than one in three Americans […]
As a man, writing on this topic is challenging because I lack first-hand experience. However, I’ve observed the women in my life (mother, sisters, and daughters) and have helped many women clients. In addition, I asked seven financial advisors to weigh in – all work with women clients, and five are women. Thus, I hope […]
Owning a business comes with more than its fair share of risks. To increase value and minimize risks in your business, you should follow the Five Stages of Value Maturity as detailed in Christopher Snider’s book, Walking to Destiny. The Five Stages of Value Maturity is one of the core concepts of the Value Acceleration Methodology. […]
Are you a Prisma Health resident or fellow? You may have heard about the Guaranteed Standard Issue (GSI) program offered by Guardian Life to Prisma Health residents and fellows. This program can be complicated to navigate on your own. Fortunately, Michael Acosta, financial advisor with The Dumas Team of Consolidated Planning, has considerable experience helping […]