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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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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...
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...

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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...