Retirement Core Fundamentals
Retire on $1 Million & $100,000 in Dividends with the JEPQ ETF?
In this video I discuss the JEPQ ETF or the JP Morgan Nasdaq Equity Premium Income ETF and give my thoughts on rather or not this could be used for retirement investors as a passive income source. Near the end of the video I go over some hypothetical examples about the amount invested and how […]
How to Legally Avoid Paying Taxes with Tax-Efficient Investment Strategies
Importance of Tax Efficiency in Investing Generating strong investment returns may be important, but what you keep after taxes is an essential aspect to consider. Tax efficiency refers to the practice of attempting to minimize your tax liabilities, along with maximizing your after-tax returns through strategic planning and decision making. By understanding and implementing tax-efficient […]
Protecting Your Legacy: A Complete Guide to Estate Planning for Investors
Introduction Importance of Estate Planning for Investors Estate planning is essential in terms of protecting both your assets and your loved ones after you pass away. This is especially true if you are an investor and may have a decent amount of assets to pass on. By ensuring proper estate planning, you can make sure […]
VIG ETF: Growth & Dividends, but at What Cost?
Hey everybody! Today, I wanted to discuss the VIG ETF, which stands for the Vanguard Dividend Appreciation Index Fund ETF (VIG). The VIG ETF is focused on long-term capital appreciation, along with a consistent, growing dividends over the long-term. In this video, I discuss how this ETF can potentially fit into your portfolio(s), and provide […]
The Power of Compound Interest: Building Wealth Slowly but Surely
When it comes to building wealth, beyond the daily hustle and putting money away in a savings account, there is a powerful, yet often underestimated force that can help you to achieve your goals. This force is known as compound interest, which Albert Einstein himself once coined “the eighth wonder of the world”. Understanding Compound […]
AI-Powered Retirement Planning: The Next Frontier
Introduction to AI in Retirement Planning The integration of Artificial Intelligence (AI) in retirement planning marks a significant shift in how individuals and financial advisors approach savings for the future. AI technologies, particularly machine learning and predictive analytics, are revolutionizing the way retirement strategies are formulated, offering personalized and dynamic solutions. Understanding AI and Machine […]
401(k) Investing for Beginners – How to Become a 401(k) Millionaire
Embarking on the journey of 401(k) investing can be a cornerstone for building a robust retirement savings plan. This article will discuss the process, benefits & strategies for optimizing your 401(k) investing, incorporating the latest information for the 2024 contribution limits. Getting Started with a 401(k) To partake in 401(k) savings plan, you’ll need to […]