Ever wondered where you rank financially among Americans? Curious about what it takes to join the top 5% in income or net worth? Every three years, the Fed surveys the finances of American households, tracking assets, debt, and more. One of the things they cover is who landed in the top 5% of both income…

Did you know that anyone can say they’re a financial advisor? They may not be licensed or experienced. So how do you know who to trust? In this episode of Best in Wealth, I’ll break down the three types of people who put “financial advisor” on their business cards, what the letters after a financial advisor’s name…

Do we care who wins the election? Does it actually impact our investments? The issues at stake matter to each of us for different reasons. Most Democrats think things will be better if a Democrat is voted into office. Most Republicans likely feel that things will fare better with a Republican in office. But does…

I frequently talk about what you should do to prepare for retirement and how to handle the years leading to retirement. But I rarely talk about what to do during retirement because I haven’t experienced it.  So when I came across Fritz Gilbert’s article, “6 Lessons from 6 Years of Retirement,” I knew I had…

I believe there are three rules that every family steward should follow when it comes to investing. In theory, these rules are “easy” to follow—but living by them is not. Secondly, these rules will not surprise you. That does not make them any less important. So in this episode of Best in Wealth, I will…