From figuring out the right time to be debt-free and when to adjust your portfolio risk, to deciding when to plan for your Social Security benefits or healthcare coverage, this episode guides you through the ideal timeline for each.
Read MoreThere are times when, as your advisor, I must point out that things we might have taken for granted in the past, like assuming the S&P 500 index is automatically a good diversification of your money and use it as a litmus test to compare how we are doing in your portfolio, is not actually holding up. On its face a basket of 500 stocks would seem to be the definition of diversification. But it’s not. Not right now.
Read MoreThis won’t be the most exotic blog post you will ever read, but stick with me here. If you own whole life insurance or are considering purchasing whole life insurance, then you want to read this article.
Read More
Every industry has some dirty little secrets. Today we’re letting you in on some of the financial world’s secrets. How many of these are you familiar with? Most of the time, no one really knows what’s going on. You already know that nobody can predict the future, but most financial professionals also have a tough…
Read More
Sometimes in life you hit a financial crossroads of crisis and opportunity. We’ll explain how to find the good when bad times are happening.
Read More
It’s no secret the stock market is in turmoil. We’re in a bear market and the R-word (recession) is get-ting thrown around daily. So, what can you do to survive bear markets like the one we’re in now? We’ve collected advice from various commentators and “experts” from across the country. You might have even heard some of this advice yourself. But should you follow it or proceed with caution? We’ll breakdown the guidance to provide some important context and perspective.
Read More
Welcome to our final episode of 2021. On today’s show we’re talking about the importance of legacy planning and what you need to know to make your plan a success.
Read More
We all cut corners occasionally, but how can this hurt our financial plans? While we may think we can get away with cutting some corners, we will end up hurting our financial future if we do so.
Read More
Today, we’re answering your most pressing financial questions about 401ks, mutual funds and inflation. Let’s jump into the mailbag.
Read More
Recent Comments