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Secrets to getting out of the Rat Race

by Baratakke Kavitha | Jun 11, 2021 | Economy, Finances, Investments, Passive Income, Retirement

A year ago, before COVID hit, a young couple stopped by home to chat about investments and how they could plan their life to work towards financial freedom. In a lot of ways I saw myself in them years ago – I was married young at 23, out of college and ready to...

Goodbye 2020, Hello 2021!

by Baratakke Kavitha | Dec 31, 2020 | Finances, Lifestyle, Mindset, Productivity, Real Estate

    2020 what a year and what a wild ride it’s been for all of us, all of humanity without exceptions! I left my cushy job in technology in June 2019 to jump into business full-time and almost second guessed myself when the pandemic hit and everything...

Retirement and Real Estate – The Perfect Marriage?

by Baratakke Kavitha | Jun 4, 2020 | Finances, Investments, Passive Income, Real Estate, Retirement, Tax Deferral

In talking to a lot of clients about real estate investments I have realized that more often than not their retirement accounts are generally the most underutilized and underinvested asset they have! Most people have no idea  ❌  What their retirement accounts are...

Should you really Buy Term and Invest the Difference?

by Baratakke Kavitha | May 19, 2020 | Finances, Investments, Life Insurance, Real Estate, Retirement

“We are 63 and 67, and just finished a 20 year term spending 35K over the term policy. Wish I had known about this 20 years ago.”  One of the attendees of a webinar I hosted on Sunday evening on “Infinity Banking” sent me this message when they...

Road to Recovery – Which U.S. Markets are best poised for a strong comeback?

by Baratakke Kavitha | May 9, 2020 | Economy, Housing, Investments, Real Estate

Last week, I wrote a blog about the US markets that are likely to see the most impact due to the COVID crisis. This week I want to focus on the markets best poised for a strong comeback.  I recently heard Moody Analytics’ Senior Economist Adam Kamins sharing his...
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