Everyone could use personal financial advice throughout their lives – whether it be choosing the best IRA, saving for your kids’ college, investing locally or globally, or even how to invest properly for your retirement. We’re proud to have partnered with My Perfect Financial Advisor for all of this great financial advice that you find on this page, and hope that you find it helpful, too. To learn more, you can visit myperfectfinancialadvisor.com.
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The Capital-Efficient Approach to Launching a Non-Profit
by Nicholas Stuller on November 7, 2023
By MyPerfectFinancialAdvisor Starting a non-profit organization can be a transformative way for a wealthy individual to create positive change in the world. However, it’s essential to approach the process with strategic thinking and careful […]
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How Investors Navigate Conflicts of Interest
by Nicholas Stuller on November 6, 2023
By MyPerfectFinancialAdvisor Selecting a trustworthy financial advisor is paramount for successful wealth management. However, it’s crucial for investors to be aware of potential conflicts of interest that may arise in their advisor-client […]
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The Hidden Dangers of Free Investment Dinners
by Nicholas Stuller on September 27, 2023
By MyPerfectFinancialAdvisor In the world of investing, opportunities often come with a price tag. However, the allure of a free investment dinner can be tempting for many. These events promise insights from financial experts, the potential for desired […]
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Paying Yourself First: The Ultimate Budgeting Tactic
by Nicholas Stuller on September 26, 2023
By MyPerfectFinancialAdvisor Budgeting is a cornerstone of financial health, even for the very wealthy, yet many struggle to find a method that truly works for them. One principle however has withstood the test of time: paying yourself first. This simple […]
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Will Living Longer Kill You?
by Editor at MyPerfectFinancialAdvisor on September 22, 2023
By MyPerfectFinancialAdvisor In an age of advanced healthcare and improved quality of life, the idea of celebrating your 100th birthday is no longer a mere fantasy. However, there’s a sinister threat that accompanies this increased longevity – the […]
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Are Expensive Prep Schools Worth the Investment?
by Nicholas Stuller on September 20, 2023
By MyPerfectFinancialAdvisor There is a great deal of debate on whether there is a good return on investment for a four-year degree these days, but does this debate also apply to the tony and exclusive world of Prep schools? There are many assumptions […]
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Paper Millionaire: How to Mitigate Risk
by Nicholas Stuller on September 18, 2023
By MyPerfectFinancialAdvisor For employees fortunate enough to be granted incentive stock options (ISOs) in a private company, it’s essential to understand that these options can represent a significant portion of their investment portfolio. With this […]
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Seizing Opportunity: Investing in Commercial Real Estate for Residential Conversion
by Nicholas Stuller on August 17, 2023
By MyPerfectFinancialAdvisor In the wake of the unprecedented work-from-home revolution, a profound transformation is underway in the real estate landscape. The lines between work and home have blurred, and as companies increasingly adopt remote work […]
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22 Questions about Your 2022 Tax Extension
by Nicholas Stuller on June 27, 2023
By David Warshaw If you filed for an extension on your taxes, you have until October 16 to make your filing. You have time time to figure things out, but the big picture is this: When it comes to the 2022 tax year, it’s pretty clear it’s the year of […]
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The Synergy of Personal and Small Business Financial Planning
by Nicholas Stuller on June 15, 2023
By MyPerfectFinancialAdvisor Most business owners, especially small business owners tend to think that the planning for their personal finances is separate from their business. This is especially true once the business is self-sustaining and beyond the […]