Investments

The Know My Plan team Joe, Vicky, Nic, Jeff, and Will with the Dollars & Diagrams logo

Building Wealth Safely

Discover the road to financial independence through early and consistent investment in the S&P 500, historically averaging 11.95% annual returns over almost four decades, highlighting the contrast with lower yields from traditional savings accounts.

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The Know My Plan team Joe, Vicky, Nic, Jeff, and Will with the Dollars & Diagrams logo

The Power of Betting on Yourself

Embrace the entrepreneurial spirit and bet on yourself for financial success, leveraging insights from “The Millionaire Next Door” to explore how self-employment offers greater chances of achieving millionaire status, amidst the evolving landscape of the gig economy.

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The Know My Plan team Joe, Vicky, Nic, Jeff, and Will with the Dollars & Diagrams logo

Average GPA of Millionaires

Challenge conventional views on academic success and wealth attainment, and advocating for alternative paths to success beyond the traditional education system.

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The Know My Plan team Joe, Vicky, Nic, Jeff, and Will with the Dollars & Diagrams logo

Making Sense of Mutual Funds and ETFs

Explore the vital role of insurance in fortifying your financial health beyond investments, as we uncover its significance in shielding against unexpected events and securing long-term stability.

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The Know My Plan team Joe, Vicky, Nic, Jeff, and Will with the Dollars & Diagrams logo

Handling Life’s Curveballs

Explore the fluidity of financial planning, akin to the show Loki, highlighting the importance of adaptability, emergency funds, and ample assets to navigate life’s uncertainties with confidence.

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The Know My Plan team Joe, Vicky, Nic, Jeff, and Will with the Dollars & Diagrams logo

Conquer The Financial Maze

The financial challenges to Pac-Man, where taxes, healthcare costs, and spending habits resemble chasing ghosts, but by strategically using power-ups like tax planning and investment management, you can level up your financial game.

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The Know My Plan team Joe, Vicky, Nic, Jeff, and Will with the Dollars & Diagrams logo

Bonds vs. The S&P 500

The significant impact of investment choices on long-term returns, comparing the performance of an investment-grade bond to the S&P 500 index since 1982,

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