Appreciate Finance Blog
Can Young People Still Count on Social Security?
Social Security needs to hire a PR agent. It’s one of the most important government programs we have but it has a perception vs. reality issue. Some people think it’s going to run out of money. Some people think it’s a Ponzi scheme. Some people think they’ll never see...
Why purchase supplemental Disability Insurance?
By Guest Author: Bob Gertie, CLTC Disability insurance being added on top of employer coverage is by far one of the most common recommendations being made by financial planners across the country. This is because of the substantial gaps and limitations often found in...
Travel insurance
As you start traveling again during COVID times, you may want to obtain more serious travel insurance that includes medical evacuation. This Forbes piece rates the top policies.
The dangers of sunk costs
This podcast by Seth Godin on sunk costs gives food for thought for anyone who was ever hesitant to sell a stock that had fallen in value, or change a career they had invested in greatly through time and/or education. Marina the tax lady is my source for discovering it!
Understand a mutual fund vs. ETF
Did you ever wish you better understood the difference between a mutual fund and an ETF? Click here to learn more.
Why you need a cash emergency fund
I am a big proponent of holding cash in an emergency fund. In this current moment of very low interest rates, clients are asking why they should be holding on to cash which is essentially losing value in an inflationary environment. I would like to reference this...
End of life planning basics for everyone… course offering
Get Your Essential Life Planning To-Do List Done Get the essentials end of life planning basics like wills, living wills, healthcare directives, emergency funds and 'what if' plans done! Join the founder of internationally-acclaimed website GetYourShitTogether.org and...
File your taxes for free
Did you know qualified families can get their taxes filed for free? Marina Hernandez, tax expert of MHTax, shared these links for free tax preparation. Services are generally available until tax filing deadlines so you may have to wait until next year but it's helpful...
The Case for Caution with Cryptocurrencies
The tremendous surge in the price of cryptocurrencies has attracted the attention of many investors, who may be considering the digital currency as a potential substitute for traditional asset classes in diversified portfolios. But Roger Aliaga-Díaz, chief economist...