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Financial Health Matters
Today, June 27th, is #FinHealthMatters Day. Created by the Center for Financial Services Innovation (CFSI) in 2016, Financial Health Matters Day reminds us how...
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3 ways to eliminate unnecessary investment risks
Are you deliberately taking unnecessary investment risks?
There's one way to achieve your life goals which take both money and planning. You must create - and stick to...
The Lifelock Review: 3 Steps To Lock Your Life WITHOUT Lifelock
The Lifelock Review: Is Lifelock Worth It?
We get asked quite often, “How do I protect myself from identity theft?” It’s a financial matter after all,...
SEP Plans – Simplified Employee Pension Plan
What are SEP Plans - Simplified Employee Pension Plans?
A simplified employee pension, more commonly known as a "SEP plan", is an employer sponsored plan...
Investing, Volatility, Asset Allocation – Whiteboard Wealth #5
Asset Allocation & Investing
In WW5 I covered at a fairly high level the basics of asset classes. Specifically I reviewed the long term investment...
You Won’t Live Forever: A Quick Guide On How To Leave Wealth To Your...
You’ve spent your life accumulating assets. If you’ve done a particularly good job at saving and investing, you will probably have some left over...
The After-Tax 401k Roth Conversion
Most retirement savers haven’t heard of an after tax 401k Roth conversion. It’s a pretty unique thing after all, and unfortunately it doesn’t apply...
Pick “The Best Investment For 2017” Contest
Want to win a $250 Visa Gift Card? Pick the best investment for 2017 below!
Each year through our retirement planning services website I host...
The Best Investment For 2017
For years, we've been tracking the returns of various asset classes. It would sure be nice if we knew which one would be the best...
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4 reasons the bank on yourself insurance concept stinks
Every once in a while I get this “bank on yourself” concept creeping out of the woodworks. Usually it’s from one of my long-time...
