If I had to choose a word to summarize 2022, it would be … challenging. The U.S. stock and bond markets were both negative for the first time since...
Financial Planning Manifesto
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Life Insurance
How Much Should I Be Saving For Financial Independence?
You just won the lottery! Now, you have $2 million to your name, well you'll have to pay taxes, but your ship has come in! Time to tell the boss...
Protect Your House
Financial Planning is so much more than just investing. People often think that a Financial Advisor exists mostly to generate a rate of return. Sure...
Why Are You Contributing to A Retirement Plan?
Your retirement plan has many benefits. Your CPA's favorite is likely the tax break you get when you invest in your traditional IRA or your 401k at...
If You Had a Million Dollar Idea, Could You Fund It?
Where do you go when you need to access money? I think it is paramount in any great financial plan that you proactively think about “access.” But, I...
Pac Man: Financial Planning Edition
Ghosts (taxes, healthcare, and your own behavior) are chasing you around the screen. However, you can power up by collecting the fruits of tax...
Building Realistic Life Insurance Income
Why do people like to save for future income using life insurance? Primarily it is the premise of borrowing from your policy and taking tax free...
I want to see my children and grandchildren grow up!
If 'family' is your “why,” are you willing to do the hard work to “stack the odds in your favor” to spend as much quality time with your family as...
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