Author: Peter Lazaroff

Investing In Your 30s

The right investment strategy to reach your goals shifts as you age. Once you reach your 30s, the looming worries of graduating, starting a career and climbing out of the student loan debt hole probably have been replaced by more domestic concerns. According to the U.S. Census Bureau, the median Read more…

Reverse Budgeting: Creating A Budget That Actually Works

Creating a budget and sticking to it is difficult for most people because the process is time consuming and restrictive. Traditional budgeting forces you to make every decision as if you live in a spreadsheet. But guess what? You don’t live in a spreadsheet. Read more…

Investing In Your 40s

By the time you’re in your 40s, you have probably established some financial goals, invested in your workplace retirement accounts, and set aside money for a rainy day. It’s also more likely you have gotten married, bought a home, and had a few kids. Next comes the question of whether you’ve done Read more…

Investing In Your 50s

For most of your life, saving for retirement probably wasn’t a high priority. But as the years count down on your career, nerves set in and rhetorical questions start flooding your head: Have I saved enough? Did I invest too aggressively? Do I have the right kind of insurance? Read more…

How to Buy and Sell a House at the Same Time

Homebuyers are opting for more living space than they have in recent years. This need for expanded square footage has led to a unique situation: people wanting to buy and sell a house at the same time. Read more…

5 Common Scenarios That Call for Deeper Financial Expertise

Every family is unique, and everyone has their own questions, priorities, and vision for the future. However, there are certain life events or financial situations that are especially complex and call for deeper expertise from a financial advisor.  Read more…

7 Things You Should Know Before Investing in Bitcoin

Bitcoin and other cryptocurrencies have delivered eye-popping returns in 2020 and 2021. All kinds of crypto – including what started as a joke and meme, Dogecoin – are receiving heightened media attention as a result. The value of Bitcoin and cryptocurrencies has risen sharply in past months. But Read more…

Should You Invest in Gold?

Gold is shiny and makes nice jewelry, but it doesn’t impress me as an investment. Read more…

How to Find a Financial Advisor That Works for You

There’s one more important detail to pay attention to when comparing advisors: The way they get paid. Unfortunately, not all advisors operate by the same methods, and how an advisory firm generates revenues and compensates its employees is a critical factor in the quality and type of advice you Read more…

Investing for Inflation

After years of inflation readings well below 2%, financial markets expect to see higher inflation in 2021. Read more…