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What Is Estate Planning?

As a continuation of the Fee-Only Financial Advisor blog sharing group, this month’s post comes to us from Dave Fernandez, a Financial Advisor in...

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Save taxes with a Simplified Employee Pension plan now!

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...
Risk and reward with investing go hand in hand if you're doing it right.

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...
An after tax 401k Roth conversion is a great way to save for retirement!

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...
Enter our contest and pick the best investment for 2017!

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...
Investment returns are random.

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...
Long term care insurance can be overwhelmingly expensive, and not every investor needs it.

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...
Gold isn't a great investment, don't be fooled!

4 Reasons Investing In Gold Makes Sense (And Why It Really Doesn’t)

I have a burning question for you: If investing in gold is so great, why is it marketed like ShamWow? If you haven't seen the ShamWow commercials,...

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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...