Archive - Wealth Your Way Insights

10 Habits for a Richer, Happier Life

I traveled the road to financial freedom, but it wasn’t a weekend trip.

Nov 1 •

Cosmo P DeStefano

October 2024

Four Signs It’s Time to Sell a Stock

There’s plenty of advice out there on when to buy a particular stock but developing a strategy for holding or selling an investment is equally…

Oct 4 •

Cosmo P DeStefano

September 2024

Looking for a Great Read?

National Read a Book Day encourages people to step away from the hustle and dive into a good book.

Sep 6 •

Cosmo P DeStefano

August 2024

Four Steps to Secure Your Retirement Income

Instead of relying on selling stock to fund your retirement, consider these actions to safeguard your retirement income.

Aug 2 •

Cosmo P DeStefano

July 2024

Goals-Based Retirement Planning Is All About You

Instead of focusing on arbitrary market returns, in goals-based planning you focus on your personal needs and wants for your retirement. Why risk losing…

Jul 26 •

Cosmo P DeStefano

In Retirement Planning, Consider the Entire Journey

Retirement planning is like climbing a mountain — how you come down the mountain is just as important, if not more so, than how you get to the top…

Jul 19 •

Cosmo P DeStefano

June 2024

Winning the Long Game: Investing Requires Patience

Imagine achieving a 10% annual return on your investments, only to discover you’re actually earning a mere 3.6%. This staggering gap is the reality for…

Jun 28 •

Cosmo P DeStefano

May 2024

For Richer or Poorer: Joint vs. Separate Finances

Newlyweds make a litany of decisions that will affect the trajectory of their lives together: where to live, how to divide chores, whether to have…

May 17 •

Cosmo P DeStefano

February 2024

Income Has No Limit. Or Does It?

While the prospect of boundless earning potential is undoubtedly enticing, it’s not a free pass to become a spendthrift. Wealth isn't just about what…

Feb 23 •

Cosmo P DeStefano

January 2024

Leverage Is a Powerful Tool

Leverage (borrowed money) is a simple strategy so you can use a small amount of your capital (combined with the borrowed cash) to make a larger…

Jan 19 •

Cosmo P DeStefano

December 2023

Is There a Santa Claus?

Virginia Hanlon, a precocious 8-year-old wrote to the New York Sun newspaper and asked the following question: “Some of my little friends say there is…

Dec 23, 2023 •

Cosmo P DeStefano

From Reflection to Action: A Year-End Financial Tune-Up

With 2024 fast approaching, it’s an opportune time to revisit and reassess your financial goals and your strategy to reach them. Take a moment to…

Dec 8, 2023 •

Cosmo P DeStefano

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