Where’s My Crypto?
Where’s My Crypto? By Peter Rizzo This might seem like a dumb question, but with the daily announcements of another way to invest in Cryptocurrency you want to know where it is and how you can control the asset. We trust the institutions to house our assets, but a...
Should You Invest in Real Estate with your Retirement Savings?
Should You Invest in Real Estate with your Retirement Savings?By Peter Rizzo Most of our clients know that I am an advocate of investing in real estate, for even if the market crashes, you still have something that produces income or that can recoup its valuation....
This Seems Too Easy, What Mistakes Could I Make?
This Seems Too Easy, What Mistakes Could I Make? By Peter Rizzo This is a question we get asked every day not only by new clients but by existing clients as well. When looking at the different road maps and reading the website, there seems like very few rules for...
Is a Self-Managed Retirement Account (Checkbook IRA or Checkbook Controlled Solo 401k) right for you?
Is a Self-Managed Retirement Account (Checkbook IRA or Checkbook Controlled Solo 401k) right for you? By Peter Rizzo Every day, we talk to people who are trying to determine if a fully self-managed retirement account (Checkbook IRA, Checkbook Controlled Solo 401k) is...