by Zack Swad, CFP®, CWS®, BFA™, AWMA®, AAMS® | Oct 23, 2023 | Financial Planning
A covered call is an options strategy in which an investor holds a long position in an asset (typically shares of stock) and sells (or “writes”) call options on that same asset. The goal of this strategy is to generate additional income from the options...
by Zack Swad, CFP®, CWS®, BFA™, AWMA®, AAMS® | Oct 19, 2023 | Retirement Planning
Why should a couple aged 50 or older consider a prenup? Are there any reasons why they shouldn’t consider this? A prenuptial agreement can be particularly beneficial for older couples because they often have more significant assets, prior marriages, and children whose...
by Zack Swad, CFP®, CWS®, BFA™, AWMA®, AAMS® | Jun 22, 2023 | Retirement Planning
When it comes to Social Security, many people often get swept up in the excitement of finally reaching the point where they can start collecting benefits. However, it’s essential to slow down and make informed decisions. Before you begin collecting social...
by Zack Swad, CFP®, CWS®, BFA™, AWMA®, AAMS® | Jun 14, 2023 | Financial Planning, Retirement Planning, Tax Planning
Retirement is supposed to be the stage of life where the worries of the working world are left behind and you can relax and enjoy the fruits of your labor. However, the reality is that for many retirees, the tax burden doesn’t disappear with the working world....
by Zack Swad, CFP®, CWS®, BFA™, AWMA®, AAMS® | May 22, 2023 | Financial Markets
Introduction Imagine if the United States couldn’t pay back the money it borrowed. It might seem crazy, but let’s explore what could happen if the U.S. defaulted on its debt. We’ll take a look at how it would affect regular people, the economy, and...