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Whether we mean to or not, we are constantly comparing ourselves to others. We see our neighbors with the nicer car, influencers in our social media feed talking about their latest international travel, or maybe a coworker has a bigger house. It can be easy to feel behind, but have you actually looked at your own numbers to understand where your wealth stands? Here's the stat that may surprises you: the average 45-54 year old household has a net worth of $975,800, according t

It's back to school season and the perfect time to start thinking about how you're investing for your children's future. With the additional of Trump account's now there are more options to consider and it how compares to other investment options for your child like a 529, or UGMA or UTMA, the contribution limit, pre or post tax dollars contributions, and who can contribute. If you have questions about saving for your own children, you can book a free intro call here to disc

From the last week, volatility remains elevated as tensions in the Middle East and strait of Hormuz are a concern to investors. Oil prices have increased from the low $80s to near and above $100 a barrel which is also leading to an increase in gas prices. This is having a negative effect on the average consumer. The is real concern on the feasibility of a cease-fire in the region. This has also led to treasury yields are at multi-year hights. The 2-year treasury yield rose ab