Uncategorized - Preferred Wealth Management LLC

How Much Do You Really Need to Retire? A Simple Step-by-Step Guide

How Much Do You Really Need to Retire? A Simple Step-by-Step Guide

Starting in the 1990s (the era of CDs, Super Nintendo, Super Soakers, and dial-up internet), companies began shifting…

Financial Concepts: What Is the Rule of 72?

Financial Concepts: What Is the Rule of 72?

I’m going to start sprinkling in some simple financial concepts that can actually be useful in real life.…

What Is Risk in Investing? (It’s Not What Most People Think)

What Is Risk in Investing? (It’s Not What Most People Think)

When most people hear the word risk in investing, they likely think one thing: Losing money. It’s why…