Posts by Jeff Rose, CFP®:
7 Best Travel Insurance of 2024: Your Picks for Summer Travel
Jeff Rose, CFP® |
Travel can be one of the most pleasurable activities in life. That is, as long as nothing goes wrong. And that’s where travel insurance comes into the picture. For a relatively small additional cost, you can add a travel insurance plan to your itinerary that will give you complete peace of mind on your trip. That’s why we’ve assembled this …
READ MOREMultiple Streams of Income: Long-Term Strategies for Wealth
Jeff Rose, CFP® |
If you read many stories about entrepreneurship, you’ve probably noticed that most entrepreneurs have multiple streams of income. Mostly by design, business owners go to great lengths to make sure they have money coming in from all directions – or, as some might say, “making sure their eggs aren’t all in one basket.” Entrepreneurship isn’t easy, and income streams dry …
READ MORE6 Best Options Trading Platforms of 2024
Jeff Rose, CFP® |
Options trading is becoming increasingly popular, especially as investors look for new and different strategies to improve retirement portfolio performance. Options trading is a higher-risk activity than other types of investing, but it can be profitable if you are knowledgeable and understand those risks. To help you improve your options trading game, we offer this guide with what we believe …
READ MORE6 Best Crypto Wallets of 2024 – Hot & Cold Options
Jeff Rose, CFP® |
Where investors use crypto exchanges as trading platforms to buy, sell, and trade various cryptocurrencies, the best cryptocurrency wallets give them a place to store their digital assets. This distinction is important since crypto exchanges don’t always offer the best security, and since having a digital wallet ensures you always have exclusive access to your own private keys. That said, …
READ MOREPrivate Student Loans 101: 6 Tips and Strategies Parents Should Know
Jeff Rose, CFP® |
Helping kids pay for college can be a wonderful gift, yet parents and families should always conduct due diligence before they take out any type of loan. For example, families should know exactly how much in loans they’re taking out, the interest rate they’ll be asked to pay, and the monthly payment they’ll need to plan for. Parent borrowers in …
READ MOREWhat Happens to Your 401k When You Die?
Jeff Rose, CFP® |
It’s a sad fact, but we’re all mortal and one day we will all die. This is true whether we have retired or not and there’s a 100% chance of that happening. According to Vanguard, over 25% of all Americans have a 401k plan. This means 1 out of every 4 Americans will be forced to deal with a 401k …
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