Author: Tom Fleishel

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What Are the Ultra-Wealthy Investing In Now?

What Are the Ultra-Wealthy Investing In Now?

According to Michael Sonnenfeldt, founder and chairman of Tiger 21, wealthy investors are pivoting back to stocks, with one sector being perhaps the biggest opportunity in history. Tiger 21 is a network of ultra-high-worth investors, executives, and entrepreneurs, and...

Should You Sell Your Business? Look for These Signs

Should You Sell Your Business? Look for These Signs

Some small business owners know exactly how they are going to exit their businesses and have it all planned out since the very beginning. For others, though, things aren’t so straightforward. Eight out of ten small to mid-sized business owners don’t have a transition...

What You Need to Know About After-Tax 401K Contributions

What You Need to Know About After-Tax 401K Contributions

What You Need to Know About After-Tax 401K Contributions Most employees with a traditional 401(k) plan through their employer make regular contributions deducted directly from their paychecks. The amount you can contribute every year is capped; for example, in 2022,...

Life Lessons Learned

Life Lessons Learned

On a Personal Note It’s fun to reminisce about some of our life’s memorable experiences, especially the ones that are humorous and ones that taught us life lessons.  Growing up in my hometown of DeLand in the 60s and 70’s, life was vastly different from today in so...

Why You Should Consider a Trust When Estate Planning

Why You Should Consider a Trust When Estate Planning

Do you need a trust if you already have a will? Many people think one covers the other, but when it comes to estate planning, a trust and a will are two different things. A will is more like an extremely detailed set of instructions to be followed after you pass away....

Are My Investments Properly Positioned to Weather the Storm

Are My Investments Properly Positioned to Weather the Storm

Markets and the economy are in one of the more uncertain times with unclear guidance.  “Our view is cautious as we close out the second quarter," said Rob Haworth, senior investment strategist at U.S. Bank Wealth Management. "Global central bank uncertainty and the...

Avoid These Biggest Retirement Planning Regrets

Avoid These Biggest Retirement Planning Regrets

The Insured Retirement Institute (IRI) conducted a survey in March 2021, and the results demonstrated that Americans have a lot to learn about retirement planning. The online study was conducted in March 2021 and included 990 Americans between the ages of 40 and 73....

What To Do with Your Money Today

What To Do with Your Money Today

Prioritizing finances can be very difficult. Should you pay off debt? Save for retirement? Make extra mortgage payments? Save for your kids’ college fund? When you have a lot going on in your financial life, it can be hard to figure out what to do with your money...

Keep Calm and Carry On Investing

Keep Calm and Carry On Investing

It’s probably an understatement to say there’s a lot going on at the moment. Between your work, family, friends, worries about the future, and the never ending news cycle, it can feel like everything is on the line when trying to make decisions about investing....

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