Watching the market rise and fall could make anyone a little concerned. But there are things you can do when the markets get volatile to help protect yourself and position yourself to achieve your long-term goals. Let’s face it – nobody likes watching their investments shrink. When the market takes a nosedive, it’s completely normal … Read more
How much money are you looking for? How long have you been in business? What is your average monthly revenue? What is your personal credit score? What type of business do you own? What is your companys industry? What is your businesss name? What is your name? What is your email address? What is your … Read more
It was a week to remember for Apple (NASDAQ: AAPL) and its investors. The consumer tech tastemaker hit an all-time intraday high in each of the weeks five trading days. Its not alone. A lot of companies are racing to hit fresh high-water marks in the current bullish climate. Apple investors have been treated to … Read more
If you own rental real estate, its classification as a trade or business rather than an investment can have a big impact on your tax bill. The distinction is especially important because of the 20% Section 199A deduction for certain sole proprietors and pass-through entity owners. The 199A deduction is available for qualified business income … Read more
What Exactly ARE Prudential Guidelines Anyway? Hey there! If you’ve landed on this blog post, you’re probably wondering what the heck “prudential guidelines” are. I remember the first time I heard this term – I was like, “Is this something about being prudent with money?” Well, kinda, but there’s a whole lot more to it! … Read more
Are you tired of working hard for your money instead of making your money work for you? I’ve been there too Let’s talk about what are some cash flowing assets that can transform your financial future and create the freedom you’ve been dreaming about Cash flowing assets generate regular income while potentially appreciating in value … Read more
Jamie joined Citizens Wealth Management in 2022 and is responsible for the curation and management of the investment product suite of ETFs and Mutual Funds, and portfolio models constructed with these products. As a strategic partner, he has over 30 years of experience in financial markets focused on a broad array of public and private … Read more
Simply put, investing can help you get ahead in life. It can be key to helping you grow your net worth over time and provide the kind of future for yourself and your family that you dream about. It has the potential to let you literally earn money in your sleep. So theres no doubt … Read more
The term “401(k) millionaire” may sound like an elusive goal for many, but it has become an increasingly common milestone in recent years. A 401(k) millionaire is someone who has accumulated $1 million or more in their 401(k) retirement account. As surprising as it may seem, the number of these millionaires is growing. According to … Read more
When it comes to managing their money and planning their financial futures, many Americans turn to financial advisers. As of 2010, 56 percent of all American households sought advice from a financial professional. Today, there are over 650,000 registered financial advisers in the United States helping manage more than $30 trillion of investible assets. Their … Read more