Mehul Patel - Life Insurance and Investment Advisor

01/05/2020

Life insurance proceed is your last love letter to your family. What does yours say?

10/14/2019

09/09/2019

Stocks capped off a volatile August down only slightly for the month and near recent records, the latest example of the bull market’s stability despite threats from an overseas economic slowdown and uncertainty about trade policy. Investors remain focused on global threats, but many have an optimi...

09/08/2019

22nd Century Technologies has grown from 20 employees to 4,000 in the last 22 years. Here's how the company maintains a strong culture.

09/06/2019

Author Stefon Walters only became aware of wealth inequality when he started university. Walters, who grew up in a lower-income family, began noticing that people from different backgrounds talked about money differently. "Some people talked about investing, while others were just worried about payi...

09/05/2019

American workers under 35 report being happier with their paychecks than people over 55 for the first time since at least 2011, according to a new report from the Conference Board.

09/04/2019

A lot of people waste time and other resources pursuing the “shock and awe” approach with their investments and other parts of their retirement planning.

09/03/2019

The transition to retirement means different things to different people as does the actual age in which people turn the page to a new chapter in their life. Many factors contribute to this life-altering decision and many emotions are felt – everything from fear, stress and anxiety to the sheer exc...

09/02/2019

Go to college. Get a “safe” job with a 401(k). Work hard. We’ve all received similar advice — but is following it truly the key to success? These self-made millionaires and Advisors in The Oracles, including Bethenny Frankel and Gary Vanyerchuk, say if you want to fulfill your dreams, ignore...

09/01/2019

Tom Lee, Managing Partner of Fundstrat Advisors, talks about risks to the markets, the trade war and investing around the inverted yield curve.

08/31/2019

With kids heading back to school, education planning and registered education savings plans (RESPs) are at the forefront of discussions that financial advisers are having with many investors – whether these clients have children in a postsecondary institution or saving for them to go into one in t...

08/30/2019

When it comes to retirement, many people think that what was true for their parents and grandparents still holds true today.