Latest Articles

How do you know when you’re ready to retire?

Founder, Investment Adviser Representative, Gary Mastrodonato, Masters Wealth Management Group, and CEO •
Kiplinger
Senior woman reading a book

There has long been this image — perpetuated by advertisements, TV shows and movies — of a guy in his mid-60s who just can’t wait to retire. He’s excited to move to Florida. Or finally travel to Paris. Or to golf … or gamble … or just sit on his couch and read books about

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7 tips for choosing the right executor

CFP®, Owner, Esq., Daniel A. Timins, and Law Offices of Daniel Timins •
Kiplinger
family running and jogging

It’s an important question: Who can be trusted to take care of your estate when you’re gone? When you pass away and your will is accepted for probate, your executor “steps into your shoes,” meaning he or she can perform all the legal tasks you used to do. This includes selling your property, paying creditors,

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Learn from the daily habits of wealthy individuals

Sandra Block, Senior Associate Editor, and <i>Kiplinger's Personal Finance</i> •
Kiplinger
Young man reading a book.

Thomas Corley, a certified financial planner, spent five years researching the habits of wealthy people for his book, Rich Habits: The Daily Success Habits of Wealthy Individuals. Of the people he surveyed, 76% were self-made millionaires. If you had to select one daily habit that has the greatest impact on building wealth, what would it

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