Daniel Farid Yasharel MSFS CFP CDFA RICP AIF

Before buying a vacation home, it can pay to do your homework. Learn more now.

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There are ways to protect your business in the event of your death or the death of a partner.

Insuring Your Business With a Buy/Sell Agreement It may help your business be better prepared in the event of the death of a principal or key employee.

Does it make more sense to push back , or not to retire at all?

Should You Ever Retire? A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Doing some ? There's one item that most homeowners overlook when undertaking remodeling projects.

The Most Overlooked Item of Any Home Improvement The item most homeowners forget on their home improvement project checklist is insurance.

There are benefits and limitations when using a living trust.

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Do you carry a balance on your credit card? Learn how long it may take to pay off the entire debt.

Paying Off a Credit Card Enter various payment options and determine how long it may take to pay off a credit card.

Have you heard about 1031 Exchanges, a real estate investment strategy that might allow you to defer your capital gains taxes. Learn more in our new article.

What Is a 1031 Exchange? A look at 1031 Exchanges, a real estate investment strategy that may allow you to defer your capital gains taxes.

a car? Consider gap to protect against losses that may not be covered by your current policy.

Gap Insurance for Leased Cars If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.

Low car lease payments look great, but do you really save money in the end?

Should I Buy or Lease an Auto? This calculator compares the financial impact of leasing versus buying an automobile.

Even if you’re and single, you should still consider yourself with .

Insurance Needs Assessment: When You're Young and Single Even if you’re young and single, you should still consider protecting yourself.

After you leave work, what will your life look like? Organize your thoughts with the help of this piece.

Retirement Seen Through Your Eyes What's your vision of retirement?

Prescription coverage is handled under Medicare Part D. Unsure if you need this coverage? Read on to learn more:

Prescription Drug Benefits Under Medicare (Part D) Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage

45% of Americans Who Retire at This Age Will Likely Run Out of Money

45% of Americans Who Retire at This Age Will Likely Run Out of Money Single women are especially at risk of exhausting their savings if they quit working too soon, research shows.

Compound interest can dramatically impact the future growth of your assets. Learn more.

How Compound Interest Works Use this calculator to better see the potential impact of compound interest on an asset.

Do you know how much you’ll spend during your retirement? The answer may be more complicated than you’d expect. Learn more here.

How Retirement Spending Changes With Time It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful.

M0 is the total of all physical currency worldwide. What’s it look like?

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For many, retirement starts a new phase of life. Are you getting prepared for your new phase?

Saving for Retirement This calculator can help you estimate how much you may need to save for retirement.

Stocks edged higher in August as investors monitored economic reports for the Fed's next move with short-term interest rates

Monthly Market Insights | August 2024 Monthly Market Insights | August 2024 U.S. Markets Stocks edged higher during a volatile month of trading as investors monitored economic reports about the Fed’s next move with short-term interest rates. The Dow Jones Industrial Average led in July, picking up 4.41 percent. The Standard & Poor’s...

The choice of business structure is not a final decision. You may amend your business structure to your changing needs.

Choosing a Business Structure Entrepreneurs all face the same question, “Which business structure should I adopt?”

What's better—a 30-year or 15-year fixed-rate home mortgage? The answer may surprise you.

Comparing Mortgage Terms Estimate the total cost in today's dollars of various mortgage alternatives.

Facing divorce? Don't overlook changes to your insurance coverage.

What You Should Do About Insurance Following a Divorce In the face of divorce, making changes to insurance coverage may be overlooked.

You may not be able to stop from wreaking havoc, but can manage some of the financial loss.

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Are you worried about outliving your retirement savings? You are not alone.

My Retirement Savings Estimate how long your retirement savings may last using various monthly cash flow rates.

Can group and private disability policies work together?

Can Group, Private Disability Policies Work Together? Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance?

Rebalancing Your Portfolio Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

Do you know how missing the best and worst market days might affect your ?

It Was the Best of Times, It Was the Worst of Times All about how missing the best market days (or the worst!) might affect your portfolio.

All those years of work can add up to a small fortune. What's your strategy for your money?

Lifetime of Earnings Estimate how much you have the potential to earn during your working years.

Is there a role for both active and passive investments in your portfolio?

The Great Debate Continues: Active vs. Passive In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

The savings rate is the government’s estimate of how much U.S. households are saving.

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Is your household's inflation rate higher than the national average?

Inflation & Retirement Estimate how much income may be needed at retirement to maintain your standard of living.