Posts by Leslie Mediate
Financial Advisors vs. Broker-Dealers: A Beginner’s Guide
by Christopher E. Mediate It goes without saying that the world of finance can be… complicated. It’s an ecosystem that most casual onlookers don’t want much part in understanding outside…
Read MoreBudgeting & Saving 101: How to Save
by Christopher E. Mediate So, you’ve established your budget and you now have a strategy on how to maintain one (refer to my blog entry on budgeting if you haven’t…
Read MoreThe Drawbacks of an Early Retirement
by Christopher E. Mediate Let’s face it, when it comes down to the subject of retirement, there are two mindsets that most people adopt. At one end of the spectrum,…
Read MoreBudgeting & Saving 101: How to Create a Budget
by Christopher E. Mediate As we so often hear, the best things in life aren’t free. But we really want them to be, don’t we? In a time where visibly…
Read MoreTaxes After Retirement
by Christopher E. Mediate When you retire, your regular paycheck stops, but unfortunately, your tax obligations do not. And that really stinks – after all, you already ran the race!…
Read MoreWhy Financial Literacy is Your Best Investment
by Christopher E. Mediate Investing in your financial literacy is the best investment you will ever make. Read that again, but slower. For some of you, that might be a…
Read MoreInvestment Ideas for Seniors in 2023
by Christopher E. Mediate From 2020 to now, the stock market has been as unpredictable as it’s ever been. Market corrections, tight interest rates, inflation, global unrest, and much, much…
Read MoreHow the Bank Run Has Affected Pensions
by Christopher E. Mediate The collapse of Silicon Valley Bank due to last weekend’s bank run has sent a ripple across the American banking system, and one of the notable…
Read MoreHow to Choose a Financial Advisor & What You Should Ask
by Christopher E. Mediate Did you know that more than two-thirds of near retirees haven’t met with a financial professional? No, really! When you put into context the past few…
Read MoreBoomers and Retirement: The Big Question
The pandemic has become a new variable in deciding when to retire. Some near-retirees lost their jobs and decided to go ahead and turn in the towel. Others were focused…
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