Recently, our own Jerry Tavella, was featured on Kelli McCauley of McCauley & Co's Leadership Journey podcast called, "Cracking the Code for Rapid Team Growth in Financial Services." Jerry has been an integral part of team...
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“I feel privileged to be a small part of Dr. Tovar’s incredible journey” said Strategies for Wealth advisor, Vidal Peoples. Helping our clients is why we come to work each day. Life can be full of ups and downs, and a...
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Wednesday, January 12, 2022
As the New Year begins, losing weight, eating healthier, exercising more and spending more time with family and friends are among the most popular 2022 New Year’s resolutions. And yes, prioritizing your physical and emotional well-being is
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As your retirement years grow nearer, you may be wondering what you need to do to prepare. Below is a checklist of things to prioritize in your personal retirement plan. Some of them you may already have started or completed, and...
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According to a recent Guardian study, more than 1 in 3 Americans are considering delaying retirement.1 If you’re “late to the game” in your retirement planning and are beginning to think that all hope may be lost,...
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A successful retirement doesn’t happen automatically. It takes careful planning. The Long-Term Vision Test, our interactive retirement planning tool, can help you create the kind of future you envision. The tool has you rate 10...
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If you reflect on your high school and college years, chances are you wish you had dedicated more time and attention to your studies. Whether it’s your education, family life or professional career, such wisdom only comes with...
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You know the drill when it comes to Halloween — beware of ghosts, goblins, and scary clowns. But there’s one major thing that’s scarier than all of that, combined: an empty bank account. Cause of death? Pesky...
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Losing a job is never easy, even under normal circumstances. Losing a job or needing to take extended time off of work due to mental illness, however, comes with its own unique set of pressures to navigate—and can have a major...
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Of course you’ve heard of life insurance, and maybe you’ve heard of celebrity body part insurance, but have you heard of zombie apocalypse insurance? It seems that wherever there is a concern, whether real, imagined, or...
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The teenage years are no easy feat no matter what. They are dealing with hormones, body changes, a demanding social scene, grades, and the impending pressure of leaving the nest. In our current world, teens are also facing one more...
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This year, you or a family member may have accumulated medical expenses. On average, Americans spend nearly $5,000 per person in their family, per year*. While many individuals may have health insurance to help pay for some of these...
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Bought or sold a house this year? Planning to downsize or retire? These are all questions to consider as you form your financial strategies for the upcoming year and beyond. In addition to the death benefit that can be provided with a...
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The addition of a family member is a joyous occasion. With new additions to the family, there’s so much to consider – from diapers to college savings. A pivotal part of life insurance is making sure that your beneficiaries...
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Every year, you reflect on your goals, achievements, and what you want to improve upon for the next year. The same reflection should apply to reviewing your financial strategies. When it comes to your life insurance policy or exploring...
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Did you know that September is Life Insurance Awareness Month? Each year, September serves as a month of protection preparedness or awareness, and this year, we are focusing on Your Year in Review. So much can occur in an...
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If you are like most Americans, meeting the future financial obligation of sending your child to college requires years of disciplined saving and intelligent investing. One strategy for accumulating the necessary funds to pay for...
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In times like these—nearly a decade after the Great Recession and in the midst of the current crisis—teaching your kids the value of a dollar is more critical than ever. Doing so equips them to weather life’s...
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College graduation. Pomp and circumstance. Crying parents. As students walk across the stage to accept their diplomas, many are taking the final steps of a journey that started the moment they were born—when their parents began...
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Thursday, July 30, 2020
Remember when there was a field trip or something in school and we need a parent or guardian to sign a permission slip? Maybe we knew they’d sign.... maybe we’d have to wait to catch them in a good mood. But there was...
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Is debt the D in our DNA? Seems to be. The day after a Stone Age genius invented the wheel, a fast-talking salesman was probably advertising hot deals—low cost financing!—on a new set of wheels. Going into debt—using...
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Sometimes it can feel overwhelming. It seems like our financial needs outstrip our ability to meet them. Limited resources and rising expenses can make “getting ahead” feel impossible. Breaking out of this trap begins with...
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According to the Insurance Information Institute, whether or not they work outside the home, women contribute to the economic well-being of their family in important ways – from taking care of the household to acting as the...
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Business Boosters: Holding on to Talent No matter what business you’re in, once you start hiring employees, you get into the people business. Employees are often a company’s most important investment, and labor costs can...
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While this may feel like a golden age for the LGBTQ community—with the affirmation of marriage equality and a cultural shift embracing diversity—these successes may distract from some of the important work that needs to be...
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May is the month to bring awareness to Disability Insurance and how it can help you plan for life’s “what if?” moments. Owning your own business can be a challenge. You’re constantly thinking about the ins and...
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May is the month to bring awareness to Disability Insurance and how it can help you plan for life’s “what if?” moments. For many accountants, working hard to attain your educational goals has always been a life long...
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May is the month to bring awareness to Disability Insurance and how it can help you plan for life’s “what if?” moments. We get caught up thinking about events that could affect our lives which are unrealistic with low...
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May is the month to bring awareness to Disability Insurance and how it can help you plan for life’s “what if?” moments. In this post we share key statistics that show how disabilities can impact anyone and why that...
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Many parents consider financial goals to benefit their children at major milestones, whether it’s the appearance of a first tooth, or the first day of school. No matter the time of year, it’s always a good time to resolve...
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“Mom, can I have five bucks?” These words will be heard by all parents at some point. Every parent must decide—and fairly early on—how to answer and handle being a walking, breathing ATM. Children need to be...
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Money is a central part of everyday life as an adult. We spend time most days earning it, we need it for survival, and we want it for fun and entertainment. Oddly, it’s often a topic that isn’t talked about or shared with...
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Friday, April 10, 2020
If you are worrying about how the COVID-19 pandemic will impact your personal finances, you are not alone. Never before have so many Americans been asked to stay home, hopefully to work remotely, but in many cases, not to work at all....
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Deciding to make the parenthood leap may be one of the biggest life decisions you’ll ever make. It’s also a big financial decision. According to a recent Guardian study, 26 percent of working Americans are stressed and...
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Every day, we make hundreds of financial decisions. Some are in-the-moment: Where should I buy my morning coffee? Others are long-term: How should I invest for retirement? We weigh economic input (the cost of a latte, the return on an...
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Can money buy happiness? Maybe. For example, people who have financial strategies are typically happier because they feel more in control. On the other hand, people who lack financial resources report varying degrees of stress and a...
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The good news is that Americans are living longer these days. The average life expectancy has risen steadily from 49 years in 1900 to 79 years in 2000. Congratulations if you live in Hawaii – your state has the highest life...
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Thursday, March 12, 2020
We all have things that are important to us...things we cherish. Our spouse, our kids, friends, family... But there’s one thing we should cherish that usually goes unnoticed: our compounding interest curve. Doesn’t sound...
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It’s morning and you’re out the door. Immediately your home’s smart devices take over, dialing down the heat, turning off the coffeemaker, and arming surveillance inside and out. In the car, rain-sensing wipers...
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Buying your first home is a big decision that involves a major financial commitment, so you want to make sure you approach it smartly. Here are some important tips to help you make this decision. 1. MAKE SURE HOMEOWNERSHIP IS RIGHT...
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We live in the age of customization. We can tailor our playlists, our newsfeed and even create our emojis. Investing is no different, and there are more options than ever to reflect your personal interests — and beliefs —...
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Thursday, February 13, 2020
Want a hot stock tip? Come closer. Closer. (Whispers) Stop looking for stock tips... When it comes to investments for the average person - average meaning less than multiple millions of dollars to invest - we need to forget finding a...
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Centuries before the crash of 1929, the dot-com bust, and cryptocurrency, there was the tulip bulb in the Netherlands. 1 In the 1600s, the country’s emerging middle class began to fawn over the flora and display tulips to show...
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When it comes to managing your personal finances, there’s plenty of complex advice out there. But often, simpler is better. It turns out Mom really did know best when she laid down essential truths to live by. Here are some...
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The first National Women’s Equality Day was in 1971. Women couldn’t get credit cards in their own name back then. And if a woman became pregnant, she could be legally fired. Thankfully, a lot has changed, but some things...
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Women are becoming entrepreneurs at five times the national average1 — and their businesses are powering the economy, employing nearly 7.9 million people and generating $1.4 trillion in sales.2 Women are even ascending to...
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Financial Empowerment for Women Recently 117-year-old Emma Morano, the oldest person in the world, passed away. She attributed her longevity to eating raw eggs every day.[1] While the jury is still out on the merits of that diet,...
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More than 40 percent of Americans check Facebook daily but only 2.2% check on their personal finances each day1. Of course, Facebook, Instagram and Twitter are far more fun than budgeting, but for a lifetime of financial well-being...
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Ever wonder why Elvis had a blue Christmas? Why Frosty the snowman was in such a hurry to leave town? Why the Grinch was so grumpy? Maybe they were worried about Blue Monday. Landing on January 20 this year, it’s also called the...
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The 12 Steps to Living Confidently: How to Cut Your Expenses “Cut spending.” “Slash expenses.” “Avoid shopping.” The overwhelming advice about cutting expenses makes it sound downright unappealing....
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Get ready. We’re about to get deep. Have you ever thought about what means, means? Yes, you can think about it for a moment…back now? Good. As a noun, it can be two things. It can refer to an action or system by which a...
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College costs are constantly rising and it’s only getting tougher to save for it. So, paying for your child or grandchild’s college education tomorrow requires planning today. A whole life policy is a great way to save for...
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As a parent, you’re constantly worrying about your child’s protection because caring for them is your top priority. When they’re young, you want to make sure they’re always fed, bathed, and happy. When they...
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https://www.investmentnews.com/section/best-places-to-work-for-financial-advisers/2019/profile/44/strategies-for-wealth
Read MoreBy Sheryl Nance-NashSpecial to NewsdayFeaturing Vidal Peoples, Strategies for Wealth How stacked is your emergency fund? You might be able to pay expenses for a month or two, but maybe not. You know that stuff happens, but you cross...
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