Recently, a prospective family was preparing for the birth of their first child. They asked, “What should we be doing to prepare for a child...
Financial Planning for Kids
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Life Insurance
My Biggest Financial Mistake
My Biggest Financial Mistake Growing up, I was a great saver. I would save almost all the money I made. I had a natural inclination to put money...
401k Reviews – 4 BIG Takeaways
401k Reviews – 4 BIG Takeaways During annual reviews and meetings with new prospective families, I have been reviewing a plethora of 401k plans and...
A GUARANTEED 5% VS. A LUMPY 10%
A GUARANTEED 5% VS. A LUMPY 10%: Stocks vs. Bonds With bond yields higher, should I switch my stocks to bonds OR should I risk investing in the...
Is life passing you by?
Is life passing you by? The Last Few Weeks The last couple of weeks has been a blur at Know My Plan... It's made us question if life is passing us...
Can We Fund Our Child’s College Education?
Is it possible? A friend recently asked me, “Is it possible to pay for 100% of my girls' college education and retire when I want to?” The correct...
The Liquidity Crunch
The Liquidity Crunch “I feel like all of my money is in IRS penalty and tax prison, and I can’t touch it.” – Executive in the Carolina’s with two...
Should We Do Something Different?
Should We Do Something Different? I hope you are having an amazing summer and getting to do bucket list items with those you love. I want to share...
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