Author: KnowMyPlan

How To Save For College Tax-Free

Posted by KnowMyPlan | College Planning, Financial Planning

Paying for college is high on our clients’ priority list. College planning is so essential...

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How Much Should I Be Saving For Financial Independence?

Posted by KnowMyPlan | College Planning, Financial Planning, Investments, Life Insurance, Retirement Funding, Roth IRA

You just won the lottery! Now, you have $2 million to your name, well you’ll have to pay...

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Average College GPA of Millionaires…

Posted by KnowMyPlan | Insights

According to the book “The Millionaire Mind,” the average college GPA of a millionaire...

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The Real Risk: Losing Purchasing Power NOT Loss of Principal

Posted by KnowMyPlan | Investments

It can feel good to avoid the loss of principal. See that beautiful straight orange line? That is...

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graphic 10 actions to take

10 Actions To Take 10 Years Before Retirement

In this paper we discuss 10 actions you should take to develop and deploy a successful long-term wealth plan. It will help you make decisions about your financial journey today and well into your retirement chapter.

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