The Value of Financial Advice in 2019

0

What is financial advice worth? Is working with a financial advisor worth the cost? Let’s discuss the value of financial advice with updated research data from 2019. Previous Research on the Value of Financial Advice Vanguard performed a study several years ago which showed that someone working with a financial advisor benefited by about 3% […]

How to Defer Taxes on up to $55k when Self-Employed

Taxes for the Self-Employed can be Steep! In addition to regular income tax rates business owners are responsible for an additional “self-employment” tax. Consider that if you are married and earn $200k in 2018, your income puts you in the 24% federal tax bracket. Add self-employment taxes and you’re looking at almost 40% of your […]

How 8 Key Investing Indexes Performed In The Past 10 Years

Why does a diversified portfolio commonly have a mix of different asset class exposure? Great question! Let’s explore that question and also look at 8 key investing indexes, that track popular asset classes, to see how they’ve performed recently. But first… What Is An Asset Class? Investopedia defines an asset class as “a group of […]

How We Made Our Second Million

We have always maxed out our retirement accounts. That slow-and-steady process allowed me to reach $500k in my early 40s. Combined with my wife’s retirement accounts we recently passed the one million dollar mark. What allowed us to retire early was the amount we had in our taxable investment account. Here’s some background on how […]

How to Become a Millionaire By Investing Consistently

Investing consistently is a key building block of wealth building, but many people don’t understand why it is so powerful. Well, today we’re going to explain it for you! And once you understand it, you’ll be even more motivated to keep your investing consistent. First, make sure you have your emergency fund in place, and […]

Brad Kingsley, CFP® | Charleston Fee-Only Financial Advisor

The Value of Financial Advice in 2019

How to Defer Taxes on up to $55k when Self-Employed

How 8 Key Investing Indexes Performed In The Past 10 Years

How We Made Our Second Million

How to Become a Millionaire By Investing Consistently

Disclaimer

Investment Advisory