by Daniel Shahwan | Dec 22, 2023 | Wealth Management
The mindset of proper budgeting isn’t about magically avoiding debt, but it’s about responsible money management and discipline. Similarly, budgeting is not a sign of defeat nor shame, but it’s a preventative measure against financial distress. The crucial step toward...
by Daniel Shahwan | Dec 18, 2023 | Investments
For self-employed individuals and their spouses seeking a distinctive approach to retirement planning, the solo 401(k) is a compelling choice. The solo 401(k) allows business owners to seamlessly navigate the roles of both employer and employee, offering a streamlined...
by Daniel Shahwan | Dec 6, 2023 | Investments
Small business owners have different retirement options than most: the SEP IRA and SIMPLE IRA. These lesser-known options can provide tax benefits and have higher contribution limits than the traditional IRA. SEP IRA and Roth SEP IRA The Simplified Employee Pension...
by Daniel Shahwan | Dec 1, 2023 | Investments
Two major pools of traditional investment strategies are value investing and growth investing. Each style has its ideal market conditions for thriving. With the guidance of experienced financial advisors, individual investors can select a strategy that best fits their...
by Daniel Shahwan | Nov 10, 2023 | Wealth Management
While often overlooked, long-term care planning can be among the most crucial elements of a comprehensive financial plan. Exploring the various types of long-term care with a financial planner helps create informed decisions that align with unique needs and...
