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Today we are diving deeper into alternative investments and looking at real estate investing. In the latest episode of The Field Guide Podcast, Brian Colvert, CFP® is covering crucial aspects of investing in real estate. From…
Unlike other alternative investments, collectibles as an investment offer a unique blend of financial potential and personal passion. Whether you’re drawn to classic cars, fine wines, rare art, or vintage baseball cards, the process…
Exploring Alternative Investments Investing offers a wide range of options to cater to different financial goals and risk tolerances. While traditional investments like stocks, bonds, and cash are well-known, alternative investments often remain less…
One of the most disruptive elements to any well-crafted financial plan is the unpredictable nature of medical expenses. Enter the Health Savings Account (HSA), a powerful tool that can change how you manage and…
The name might sound exclusive or even clandestine, but a Backdoor Roth is simply a powerful financial tool, particularly for high-income individuals seeking tax-savvy savings strategies for retirement. In the most recent episode of…
Do you have a bunch of old retirement plans scattered around? Do you have multiple different IRAs and 401(k)s from past employers? If you are nodding your head yes, then this is for you!…
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Want your wealth to stand the test of time? Looking for Estate Planning Tips? Estate planning is one of the most important steps you can take to secure your legacy and protect your loved…
The start of a new year always brings a fresh perspective and an opportunity to refine your financial strategies. For 2025, several key updates to savings limits, tax rules, and financial planning tools are…
