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You Lost Your Job. Here’s What You Do Now!

Managing Through an Unexpected Job Transition Getting laid off from a job upends almost every aspect of your world. Besides the financial impact, there may ...

Seniors & Financial Scams

Seniors & Financial Scams As a Gen X Sandwich Generationer, I understand the crucial role we play in our families’ lives. We are not just ...

Understanding Real Estate Investing: The Significance of a 1031 Exchange into a DST

Understanding Real Estate Investing: The Significance of a 1031 Exchange into a DST   If you own real estate as an investment property, at some ...

529 Plans and SECURE 2.0: More Flexibility

529 Plans and SECURE 2.0: More Flexibility   The cost of college has skyrocketed, and it raises the question of whether the cost/benefit assumptions of ...

3 Ways To Get A High ROM – A Return On Your Memories

https://www.youtube.com/watch?v=fysOehZkpT8 Summary & Disclosure Key Themes: ROM (Return on Memories) Key Themes: 1. **Return on Memories (ROM):** Struthers introduces ROM as a concept parallel to ...

SEPP Withdrawals & Early Retirement