The Ongoing Care Of Financial Planning
Maintain your financial plan like a farmer tending to a field, ensuring contributions, managing investments, and seeking guidance when needed.
The Tax-Free Triangle
Learn three ways to create tax-free income: Roth accounts, cash value life insurance, and Health Savings Accounts offer opportunities for tax-free distributions and growth.
How Roth Accounts Shield Your High-Return Investments
Allocate speculative investments to tax-free Roth accounts to maximize gains without triggering tax liabilities, providing a strategic approach for capitalizing on high-return opportunities.
Boost Your Fitness: 5 Benefits Of Adding Planking To Your Routine
Planking offers a range of benefits, from better posture and flexibility to reduced back pain and improved metabolism, making it a valuable addition to your fitness routine with its diverse variations.
Investor Expectations vs. Reality
Investors’ expectation of 11.2% annual returns conflicts with their priority of “Capital Preservation,” revealing a notable gap between risk tolerance and expectations.
Allocating Your Liquid Net Worth
Allocate your net worth strategically: maintain a six-month cash reserve, secure five years’ worth of portfolio income in fixed-income investments, and invest the rest for long-term growth.
How To Profit When Stocks Take A Hit
Even during stock market declines, there can be opportunities to reinvest dividends at a higher yield or buy shares at a discount, leading to potential long-term gains.
Making Sense Of Market Swings
Understanding Market Volatility: Navigating Returns Within the Normal Distribution.
Goals-Plan-Portfolio
Why a financial plan matters in reaching your goals.
How Having A Dog Boosts Wellness
Did you know dog ownership correlates with better heart health, reduced depression, and increased safety? 🐾
The Investment That Made Grace Groner A Millionaire
Grace Groner turned $180 into $7 million through dividend reinvestment in Abbott Laboratories, underscoring the potential of long-term investing, but remember, dividend payments aren’t guaranteed.
Your Comprehensive Financial Guide
Key Questions Answered: Bonus Allocation, Stock Options, Insurance, Savings, Education, and More in Your Financial Plan.
