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What is a Homestead Exemption?

When you hear the term “homestead” an image of 19th century pioneers heading west in a covered wagon to claim undiscovered land might come...

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Power of Attorney and Potential Estate Planning Issues

Power of Attorney and Potential Estate Planning Issue First, I want to thank Greg Phelps for inviting me to write another article on RetireWire. Last time,...
Plan and prepare to profit from the next market downturn.

3 ways to plan, prep, and profit from the next bear market

3 ways to plan, prep, and profit from the next bear market   It's not a question of "if", it's a question of "when". We will...
Remove all non-systematic risk possible.

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

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,...
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...

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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,...