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Category: Financial Planning

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Is It a Good Idea to Use Permanent Life Insurance for Long-Term Care Expenses?

Is it ever a good idea to use permanent life insurance for long-term care expenses as opposed to self-insuring or…

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What Should I Do With A $100,000 Inheritance?

If you are fortunate enough to inherit a large sum of money, what should you do with it? Purchase a…

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How to Manage Uncontrollable Financial Stress

How do you handle financial stressors you can’t control? The price of housing and cars can make you feel defeated…

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How to be Wealthy in Your 50s (2024 Edition)

By the time your are in your 50s, there are no less than 1,000 reasons for why you might be…

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How to Convince Your Spouse That Investing for Retirement Is a High Priority

Not everyone is always on the same page in a marriage. How do you convince your spouse to view investing…

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How to be Wealthy in Your 40s (2024 Edition)

If you are behind in your 40s, you may have been a rudderless ship. But that doesn’t mean there isn’t…

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How to be Wealthy in Your 30s (2024 Edition)

We call the decade of your 30s the messy middle for a reason. You might be having kids, buying a…

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How to be Wealthy in Your 20s (2024 Edition)

Here’s how to get ahead (and stay there) when building wealth in your 20s. Many of your peers struggle with…

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What Should I Do with an Unwanted Whole Life Policy?

Whole life insurance policies may not be the optimal way to protect against risks. What should you do if you…

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