Jordan Rosenfeld

If you're stymied on which investment to prioritize in the coming year, Stroup recommended focusing on maxing out your retirement accounts while also leveraging brokerage accounts for stable investments.

Be open to alternatives to find your home.

How should you plan your finances?

Kyle M., age 54, a retired in-house counsel for a technology company, and his wife first visited Portugal in September 2023. After extended visits back and forth over the past 15 months, they've since...

The housing market has been so hot for so long that it's natural to get nervous that a crisis could be on the horizon. While most economic markers point to a pretty robust

Spring brings new opportunities you may want to shop for.

Kyle M., age 54, a retired in-house counsel for a technology company, and his wife first visited Portugal in September 2023. After extended visits back and forth over the past 15 months, they've since bought a home there and are applying for permanent residency.

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Be sure to get professional tax help if this happens to you.