In the press

- Mark Colgan
Balancing the Budget and the Soul

In our fast-paced world, fulfilling life experiences are essential for our well-being and happiness. However, a recent survey revealed that over 50% of Americans feel they lack enough quality time with friends and family. This statistic highlights a growing concern: as our lives become busier, the ...Continue reading [...]

- Mark Colgan
Retire With Confidence: Master Your Finances & Lifestyle

Imagine this: After decades of hard work and dedication, you're just 12 months away from the retirement of your dreams. Exciting, right? But hold on, this final stretch is crucial. Let's make sure you're fully prepared to enjoy a rewarding and stress-free retirement. The last thing you want is to ...Continue reading [...]

- Mark Colgan
Understanding Private Equity: A Guide for Investors

With the number of publicly traded companies dwindling, discover how savvy investors are uncovering lucrative opportunities in the expanding realm of private markets. Over the past few decades, the landscape of investment opportunities has undergone an interesting transformation. According to Jamie ...Continue reading [...]

- Mark Colgan
Debunking the Home Ownership Myth

The dream of home ownership has long been a hallmark of the American Dream. But is owning a home truly the best choice, especially for those aged 50 and over? Before making such a significant financial decision, it's worth considering the numerous advantages renting a home can offer. Many people ...Continue reading [...]

- Mark Colgan
Pink Floyd's "Money:" Hidden Secrets to Financial Freedom

Have you ever found yourself mindlessly humming to Pink Floyd's "Money," getting lost in its catchy rhythm? The one liners are widely known and irresistible. Yet singer Roger Waters' message is often overlooked. Hidden within the lyrics lies timeless financial wisdom that can guide us in managing ...Continue reading [...]