Retirement Investing

Investment Diversification Made Easier with Professional Guidance

Navigating the world of investments can be challenging, especially if you lack the necessary expertise. One way to overcome these challenges and optimize your diversification strategy is to retain the services of a Certified Public Accountant (CPA) who is also a financial advisor. What is Diversification? Diversification is a fundamental investment strategy that involves spreading […]

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Customized Investment Strategies: Tailor Your Portfolio with Professional Help

Every investor has unique financial goals, risk tolerance, and investment preferences, which is why customized investment strategies are important. Working with a qualified financial advisor can tailor your investment portfolio to align with your specific needs and objectives. A financial advisor who is also a Certified Public Accountant (CPA) has expertise that can be particularly

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Aura Wealth Think Outside the Box to Survive a National Financial Crisis

Think Outside the Box to Survive a National Financial Crisis

The coronavirus pandemic upended the lives of all Americans, including millions of business owners, within a matter of days. With the crisis now entering its third month, you may have barely had a chance to catch your breath and adapt to the new reality. According to a recent article published in Forbes Magazine, however, accepting reality

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Managing Your Investment Risks After Retirement

You have a different mindset towards your investments in retirement than you did during your working years. Back then, you built your investment portfolio based on whether you felt comfortable with conservative, moderate, or aggressive risk. Now that you are no longer actively contributing, you probably feel more concerned with achieving consistent performance rather than

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How will I afford Health Care when I Retire?

If you plan to retire before you’re old enough to sign up for Medicare, it’s important to consider how you will manage your healthcare expenses. With costs continuing to climb annually and the fact that people typically utilize more healthcare services when they’re older, you will need some type of financial protection.  Below we discuss

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