Make Lemonade From Lemons

Make Lemonade From Lemons

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Make Lemonade From Lemons   by Peter Rizzo To all of you that are bemoaning the fact that your IRA’s or 401k’s are taking a dive in value, there are two things to do: 1. You can pour a glass of wine and bemoan the value you lost, letting everyone within earshot...
Celebrating Our Independence

Celebrating Our Independence

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Celebrating Our Independence   by Peter Rizzo As we celebrated 246 years of America’s independence, every day people are celebrating their financial investing independence. The majority of most people’s investment portfolio is tied up in their IRAs or 401(k)s....
Money Lending: The New Popular Way to Invest with Structured Returns

Reminder: Form 5500-EZ Due by July 31, 2022

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Reminder: Form 5500-EZ Due by July 31, 2022   by Jordan Sheppherd It’s hard to believe we’ve crossed the halfway point of 2022. I’m sure I’m not alone in saying it seems like yesterday we were celebrating the New Year. For those of you who have Solo 401k plans,...
Tax Lien Investing – What to Know

Tax Lien Investing – What to Know

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Tax Lien Investing – What to Know By Peter Rizzo With a finicky stock market, tax lien investing is becoming popular. Here’s what you need to know before jumping in: Tax lien investing can give your portfolio exposure to real estate — all without having to actually...