Guides

Displaying 87 results
10 best states to retire on Social Security
APR 02, 2025
10 best states to retire on Social Security

Which US states offer the best financial advantages for retirees on Social Security? Discover our top picks for affordability and tax savings

By Mark Rosanes
ETF Overlap 101: How to spot, measure and optimize your portfolio
MAR 17, 2025
ETF Overlap 101: How to spot, measure and optimize your portfolio

Is ETF overlap hurting your portfolio? Learn tips to identify, measure, and manage overlap for smarter investing and find key tools to maximize your portfolio

By Mark Rosanes
What are accredited investors and how do you become one?
MAR 16, 2025
What are accredited investors and how do you become one?

What are accredited investors, and how do you qualify? Find out the key requirements and the benefits and drawbacks of becoming one in this guide

By Mark Rosanes
Crypto investment scams are very common: learn to spot them!
MAR 11, 2025
Crypto investment scams are very common: learn to spot them!

How can you spot a crypto investment scam? What should you do if you've been scammed? A crypto forensic expert answers these questions and more in this guide

By Mark Rosanes
Investing in syndicated real estate deals: what you need to know
FEB 25, 2025
Investing in syndicated real estate deals: what you need to know

How do syndicated real estate deals work? What are the benefits and risks? How can you use them to diversify your portfolio? Find out in this guide

By Mark Rosanes
A beginner's guide to buying an investment property
FEB 18, 2025
A beginner's guide to buying an investment property

Thinking of purchasing an investment property? Read on to learn key strategies, financing options, and market insights to maximize your returns

By Mark Rosanes
First year of Social Security benefits: What happens if you retire midyear?
FEB 05, 2025
First year of Social Security benefits: What happens if you retire midyear?

The Social Security first year of retirement rule applies to those who retire midyear. Find out how this special rule can benefit you in this guide

By Mark Rosanes
Real estate investment trust: what new investors need to know
JAN 28, 2025
Real estate investment trust: what new investors need to know

Learn how a real estate investment trust can boost your portfolio. Explore REIT types, benefits, risks, and key market trends for informed decision-making

By Mark Rosanes
Comparing 401(k) versus 403(b) plans: what your clients need to know
JAN 27, 2025
Comparing 401(k) versus 403(b) plans: what your clients need to know

The 401(k) and 403(b) are retirement plans, each having their share of pros and cons. Which of these is more beneficial to investors?

By Ramon Berenguer
Understanding Social Security lump sum payments for retirees
JAN 23, 2025
Understanding Social Security lump sum payments for retirees

The Social Security lump sum seems like a good benefit to get when it’s offered. But is it as good as it seems? Here’s an honest look

By Ramon Berenguer
Investing for retirement: Tips to build wealth and retire comfortably
JAN 21, 2025
Investing for retirement: Tips to build wealth and retire comfortably

Investing for retirement is necessary since social security is just not enough for retirees. What are the options? Read on to know more

By Ramon Berenguer
Top 10 best REITs to invest in
JAN 20, 2025
Top 10 best REITs to invest in

Discover the best REITs to invest in. Explore top-performing companies, key metrics trends, and strategies to maximize returns

By Mark Rosanes
Top 10 best books on real estate investing
JAN 13, 2025
Top 10 best books on real estate investing

Discover the best books on real estate investing for US B2B professionals. Explore expert insights, strategies, and top titles to scale your real estate portfolio and maximize ROI

By Mark Rosanes
Vanguard 401k: A new investors guide to the basics
JAN 13, 2025
Vanguard 401k: A new investors guide to the basics

Is the 401(k) by Vanguard good enough for retirement planning, or should you recommend another provider? Know more here

By Ramon Berenguer
Empower 401(k): A beginners guide to this 401(k)
JAN 13, 2025
Empower 401(k): A beginners guide to this 401(k)

Empower is one of the many 401(k) providers in the U.S. How is the Empower 401(k) different from the others and should you sign up?

By Ramon Berenguer
You can maximize your HSA and Medicare benefits with this tactics
JAN 13, 2025
You can maximize your HSA and Medicare benefits with this tactics

Maximizing your clients’ Health Savings Accounts (HSA) and Medicare can be tricky. In this article, find out how you can help them balance both

By Ramon Berenguer
A simple guide to Social Security survivor benefits that anyone can understand
JAN 13, 2025
A simple guide to Social Security survivor benefits that anyone can understand

Learn more about Social Security survivor benefits, how to apply, and why they are crucial for estate planning. A must-read for financial advisors

By Ramon Berenguer
Investing in AI: A beginner's guide to this exciting stock option
DEC 17, 2024
Investing in AI: A beginner's guide to this exciting stock option

Google, Amazon, Apple, and Invidia are among the biggest AI companies whose stocks are enjoying massive growth. Should you invest in them

By Ramon Berenguer
Our Merrill Lynch 401(k) Guide will help you understand the offering of this top retirement fund
DEC 17, 2024
Our Merrill Lynch 401(k) Guide will help you understand the offering of this top retirement fund

Wealth management firm Merrill Lynch offers its own 401(k) plan. So, is it worth considering? Find out in this article

By Ramon Berenguer
A guide to the Prudential 401(k) to read before you start investing
DEC 17, 2024
A guide to the Prudential 401(k) to read before you start investing

Is the Prudential 401(k) sufficient for your retirement planning, or should you seek an alternative provider? Know more here

By Ramon Berenguer