Everything by John.

Personal Finance

I’m in my early 50s with a net worth of $8m and 65% of my money is in one single stock – should I diversify?

Jan 14, 2025 Personal Finance

We’re a family of 4 who just blew through our budgeted $325k – here’s our 2025 spending plan

Jan 11, 2025 Investing

This Innovative ETF Lets You Follow Democrat Politicians’ Trades | NANC ETF

Jan 10, 2025 Investing

Want $5 Million in Retirement? Buy This ETF And Hold It For Years

Jan 9, 2025 Personal Finance

Retire in Comfort: 3 Utility Stocks That Keep Your Paychecks Flowing

Jan 8, 2025 Personal Finance

We’re in our 60s with $9 million in liquid assets but worried about upcoming large tax liabilities

Jan 7, 2025 Personal Finance

Retirees Should Pay Attention To What Buffett Is Doing With His Cash Right Now

Jan 7, 2025 Investing

Want $10 Million in Retirement? 1 Easy ETF to Buy and Hold for Decades.

Jan 6, 2025 Personal Finance

5 Reasons High Yield Savings Account Are Better Than T-Bills Right Now

Jan 5, 2025 Personal Finance

I’m about to turn 50 and make $1 million a year—how can I maximize my portfolio’s value?

Jan 3, 2025 Personal Finance

My 69 year old sister has a net worth of $10M and dementia. Her bank took advantage of her and tied up 90% of her money. What can I do?

Jan 2, 2025 Investing

It Is Worth It to Buy the 3 Highest Paying Dividend Stocks in the Dow Jones? 

Jan 2, 2025 Personal Finance

Qualified vs Non-Qualified Annuities: The Key Differences to Know

Dec 31, 2024 Personal Finance

With a $5 million net worth — how do I find a bank that best serves high-net-worth clients?

Dec 30, 2024 Personal Finance

Too Little, Too Late? The Reality of Baby Boomers Trying to Catch Up on Retirement Savings

Dec 28, 2024 Personal Finance

I’m trying to plan early retirement and marriage — how can I create a fair prenup for pre-marital assets?

Dec 23, 2024 Personal Finance

SCHD vs VIG: Which Dividend ETF Should Retirees Buy?

Dec 23, 2024 Personal Finance

We’re in our 60s with $9 million saved for retirement — excited but worried about the large tax liability coming up

Dec 22, 2024 Personal Finance

My husband and I have $4.5 million net worth and are considering divorce down the road – how do we plan for it financially?

Dec 20, 2024 Personal Finance

My mom has terminal cancer and is leaving me $450k in her 401(k) — I don’t know what to do with it

Dec 20, 2024