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Category: Financial Planning

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

Updated: March 17, 2025

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)

Updated: March 17, 2025

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?

Updated: March 17, 2025

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?

Updated: March 17, 2025

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

Updated: March 17, 2025

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

Updated: March 17, 2025

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

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What Does It Take to Become a Financial Advisor?

Updated: March 17, 2025

In this highlight, we discuss the steps you should take in order to become a financial advisor and what you…

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Is the Housing Market Crashing?

Updated: June 20, 2025

Housing prices skyrocketed during the pandemic. The median price of a home sold in the US went from just over…

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Should You Worry About the Dollar Losing Its Status as a Reserve Currency?

Updated: March 17, 2025

Should you worry about the dollar losing it’s status as a reserve currency? In this highlight, we discuss how you…

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I Had a 13% Drop in My Net Worth Statement! (What Did I Do Wrong?)

Updated: March 17, 2025

In this highlight, we discuss what you should do if you experience a loss in your Net Worth and how…

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