12/06/2019
It's not for everyone, but if you are considering early retirement it is important not to leave out some opportunities which might be available to you.
It might make more sense for you to set other goals to ultimately lead to where you eventually wish to end up.
I followed the path to FIRE — and learned that early retirement is the wrong goal
Focus on financial independence: Just getting your net worth to zero begins to give you options.
11/26/2019
Life Insurance can help you in more ways than you think.
Do you know what they are?
Five ways life insurance can help you in retirement
Re-evaluating your life insurance coverage as retirement approaches.
10/15/2019
401k's, IRA's, RMD's
Surprisingly, retirees might not be withdrawing enough.
How much would people take out of retirement accounts if left on their own?
There is a risk that people will spend and consume too little.
09/25/2019
Have you heard the news?
Making long-term care affordable.
Long term care is a situation everyone wants to avoid and considering how much it costs; it makes even more sense. The average long-term care cost per month is over $5,000. That’s more than most peoples mortgage. Plus, t...
09/25/2019
What are they? Why do I need one?
You are not alone if these are your questions.
5 Insurance Policies Everyone Should Have
Insurance policies come in a variety of shapes and sizes. The right policies will go a long way toward helping you protect your assets.
09/18/2019
Safety and Security, Risk vs. Reward.
Which one is right for you?
Insurance Companies vs. Banks: What’s the Deal?
You might not have considered it or even thought about it, but how to insurance companies and banks make their money? Well, it really isn’t too complicated and demonstrates the reasons behind why a bank and insurance com...
09/17/2019
Life Insurance for Retirement? 💰💵😲
Five ways life insurance can help you in retirement
Re-evaluating your life insurance coverage as retirement approaches.
09/10/2019
Concerned about rising education expenses? 💰👩🎓
Don't worry! There are ways to be prepared.
The No. 1 university in America now comes with a total sticker price of over $293,000
Princeton, Harvard, Columbia, MIT, Yale are among the top schools in U.S. News’ new ranking.
08/19/2019
Use your age and health to your advantage! 🏋️👏
I bought a $500,000 life insurance policy at age 25 and I'd recommend every 20-something do the same
After becoming a dad and buying his first home, the author knew he had to put protections in place for his family, and life insurance was a key step.
08/17/2019
Another reminder to get your insurance reviewed.
Amid GE fraud accusation, it might be a good time to check your long-term care policy
Allegations that GE's long-term-care unit is suffering massive losses come amid multiple challenges in the market, which has shrunk precipitously in recent years.
08/15/2019
Do you know how much to save for retirement? 🧐💰
The new math of saving for retirement may boil down to this one, absurdly simple rule
Why you should be saving at least 10% of your salary.
08/13/2019
Life insurance isn't only for grown-ups!
See why life insurance might be a fit for your children or grandchildren!
Keeping it Simple: Life Insurance for your Grandchildren
Life insurance for your children or grandchildren is an often overlooked financial plan which many advisors fail to discuss with their clients. A life insurance policy can be designed in many different ways and many of t...