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Entries by Jamie M. Lima, MBA, CFP®
Stock Market for Beginners: What Is It?
Many people call the stock market the greatest wealth-creating mechanism of all time. Millionaires often credit stock market investing as the key to their wealth. Do you want to become rich? If so, you need to understand investing. But, investing can feel intimidating to even the smartest people. Despite the fact that the Standard & […]
6 Things Those Fearing a Tax Hike Should Know
A recent article in the Wall Street Journal described a new investment trend: “Wealthy Americans eyeing potential tax increases are helping drive record amounts of money into municipal bond funds.” It also went on to state that tax-free U.S. municipal (muni) bonds attracted an estimated $56.9 billion in net new money during the first six […]
3 Business Mistakes to Avoid if you Own or are Starting a Business
If you’re a business owner or thinking about starting one, this message is for you. In today’s constantly changing world, it’s easy to let certain situations arise because you’re busy focusing on other, more urgent things. There are some mistakes I see pretty often from business owners. Mistakes that can become costly and end up […]
Planning an Early Retirement? Key things to consider.
A Change in Retirement Culture Various factors are redefining how Americans approach retirement. We’re discovering more and more people are redefining the term ‘retirement.’ Many are no longer riding off into the sunset, never to work again. Maybe it’s due to the pandemic, out of financial necessity, or sometimes an overabundance of leisure time, but […]
Keeping a long-term focus in face of short-term challenges
As we start to emerge from the COVID-19 pandemic, and life shifts back toward “normal” for many, I have a lot of folks telling me they’re struggling with thinking about long-term planning. And that makes sense, since we’ve seen how quickly our long-term plans and goals can be turned upside down, and we’ve spent the […]
Parents Day is Tomorrow: How to Financially Care For You, Your Kids & Your Parents
Since 1994, the fourth Sunday in July has been celebrated as National Parents Day. This holiday was established with the purpose of “recognizing, uplifting, and supporting the role of parents in bringing up their children.”1 As a parent, you have one of the most important jobs in the world – raising and encouraging the next generation. […]
5 Ways a Financial Advisor Can Bring Value to Your Post-COVID Life
The events of last year may have taken a toll on your financial situation. For those who had a financial advisor during that time, they were guided through all the ups and downs of the market and their personal financial lives. If you are getting back into the swing of things, a financial advisor could […]
Tax Strategies for High Earners
Preparing a strategy that is both advantageous and tax-efficient might feel daunting at first. Thankfully, there are some things you can do now to keep from overpaying next tax season.
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