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Steps to Protect your Financial Information
As a continuation of the Fee-Only Financial Advisor blog sharing group, this month’s post comes to us from Michael Garry, a Financial Advisor in...
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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...
Do I Need Long Term Care Insurance?
As financial planners, we're often asked "Do I need long term care insurance, and how does it work?" While everyone is different, there are...
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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...
