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Category: Financial Planning

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When Is the Right Time to Set Money Aside for Caring for Parents?

Sometimes you need to put away extra money to support parents or other relatives. At what step of the FOO…

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How To Think About Housing and Relocating When Serving in the Military

Buying a home when you are in the military, or must move frequently due to work, can be tricky. We…

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Can You Become a Millionaire in 10 Years Through Real Estate? (Part 1)

Investing in real estate harnesses the power of leverage and may help your money grow faster. If you want to…

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Is This Retirement Investing Strategy Smart?

Index target date funds are made of indexes that you can add to your own portfolio. Is it a good…

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Is My 90% Traditional and 10% Roth Investment Strategy Backwards?

It’s not uncommon to reach retirement and have a large amount invested in pre-tax retirement accounts. What should you do…

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How Chasing Trends Can Leave You Broke! (Speculation vs. Investing)

There’s a big difference between speculating and investing. Speculating: A short-term strategy that involves buying and selling assets quickly in…

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My Parents Have a Whole Life Policy: What Should I Do?

How do you evaluate whether or not to keep a whole life policy, one that you may have held for…

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Are You Actually Making a Mistake by Putting 20% Down on a Home?

If you are buying your first home, how do you decide between putting 20% down, if you have the ability,…

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How to Balance Investing for Your Future vs. Your Children’s

It can be difficult to navigate saving for yourself as well as your children. In this highlight, we discuss how…

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How Will AI Impact the Financial Industry? #trending

In this highlight, we discuss how AI is impacting the financial industry and what you should be aware of.

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