WealthWave Ventzislav Dimitrov

02/09/2023

The first step is to set goals for yourself for income and spending.

If you want to maintain a budget and save money, then you need a plan. The first step is understanding the basics—what is a budget? How does it work? What are the benefits of having one?

07/28/2022

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07/22/2022

The simple fact is that retirement can last a long, long time and often be expensive. According to the Federal Reserve, the average American can expect a retirement of almost 20 years, requiring $1.2 million.¹

04/23/2022

https://wealthwave.com/ventzislavdimitrov/blog/the-danger-of-overestimating-your-financial-literacy

It’s a precarious position—few things are more dangerous than being overconfident AND wrong. It’s a direct path to acting rashly and making big mistakes.

09/06/2021

“We bring investment strategies to middle America that have been traditionally available only to the wealthy.”

A strategy called private placement life insurance is a loophole that one policy expert says is ‘entirely legal, easy to exploit, and politically very hard to close.’

08/08/2021

The "Rule of 72" approximates how many years it will take for your money to double, given a fixed interest rate. The higher the rate, the more you'll earn.

12/27/2020

IRA guru Ed Slott doesn’t trust politicians with his taxes—and doesn’t think you should, either. A well-known retirement expert (and a recovering certified public accountant), Slott leads seminars for financial planners, advises regular folks on how to retire securely and recently updated his ...

11/15/2020

The president-elect’s 401(k) plan would institute tax credits for each dollar saved, leveling the playing field by offering the same incentive for retirement saving regardless of a worker’s income. Experts doubt it will move through as is.

11/14/2020

What Is Step-Up In Basis?

Estate attorneys, certified public accountants (CPAs) and the very wealthy will likely go to war with the federal government with President-elect Joe Biden come Jan. 20. The issue at hand? Biden’s tax reform proposals, including a little-known provision called step-up in basis. What Is Step-Up In ...

11/08/2020

Financial education is important.

Commentary: COVID-19 shows why personal financial literacy and health must be a national priority, writes Carrie Schwab-Pomerantz.