Miami Wealth Management

Adults Hold the Line on Keeping Their Parents’ Phone Plans It might seem easy to joke about people in their 30s and 40s still being on their family’s plans. But those facing surging prices for everything from cars to cantaloupe say that bundled phone lines make good financial sense.

Sustaining Hope in Uncertain Times Hope is crucial for human flourishing but is a subject rarely addressed in business until the pandemic made it unavoidable. In times of great turbulence, hope can feel naïve — or worse, like a set-up for future disappointment.

How To Create Your Worst-Case Scenario Budget The pandemic taught us all many things. It has especially taught us how quickly life can change and how easy it is to lose your income. Here's how to prepare better.

Plan for Retirement? Millennials Don’t See the Point A new study finds 45% of investors aged 18 to 35 are waiting for more “normal” times to start saving.

It's Your Last Chance To Get A Refund For Federal Student Loan Payments If you made payments on your Federal student loans over the last two years, you can ask for a refund. But should you?

Reader Asks: We Have $1,057,213 At Our Credit Union. Anything Wrong With That? A case study in how two retirees can improve their lot in life by rethinking their savings.

Get Ready for How AI Will Change the Ways We Work in 2022 and Beyond Machine learning and other AI applications can radically advance both business success and human happiness by eliminating drudgery and repetitive jobs, but adapting to it in the executive realms means savvy hiring and retraining.

How Sensitive Are Your Stocks to Interest Rates? It’s Time to Find Out As central banks start lifting borrowing costs from near zero, profitless startups are certain to suffer more than telecom companies. For everything in between, investors should learn to look at stocks as if they were bonds.

Navigating New Wealth: What Women Require Financial advisors hoping to serve the “next wave of growth" in wealth management should develop active listening skills and be prepared to advocate for clients on multiple fronts.

Millennials and Generation X: This Is Why You’re Having Such a Hard Time Saving for Retirement While current events capture our attention now, the impact on the retirement future of an entire generation may not be known for decades.

Stop Trading Hours for Dollars If You Want Your Services-Based Business to Be Successful Let’s play a game of would you rather: get paid for the 30 seconds it takes you to do your job, or the 30 years of experience it took you to be able to do that job in 30 seconds?

Are You Aware of Your Biases? Often, it’s easy to call out other people when we notice their biases. But it’s challenging to recognize and acknowledge these behaviors in ourselves.