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Category: Financial Planning

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Money Market Account vs Money Market Fund: What is the Difference?

In this highlight, we discuss the difference between a money market fund and a money market account. Want to know…

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When Don’t You Need Life Insurance?

If you buy term life insurance, you are only covered for a certain period of time – does that mean…

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Is It Beneficial to Shift Focus to After-Tax Investments Instead of Roth?

In this highlight, we discuss if it’s beneficial to shift your focus to after-tax investments instead of Roth and how…

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Top Life Insurance Options: Choose Wisely for Your Future!

There are two basic types of life insurance, permanent and term. Term life insurance offers pure insurance coverage for a…

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Is Buying a Home With a Higher Payment Worth It If I Plan to Refinance?

In this highlight, we discuss if it is okay to take on a high mortgage payment as long as you…

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Why Life Insurance is so Important!

Life insurance gets a bad rap because there are costly life insurance products sometimes sold to people that don’t need…

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How to Time Medical Expense Reimbursements from Your HSA

Is it possible to time your medical expense reimbursements from your HSA? In this highlight, we discuss how to time…

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The Best and Worst Types of Life Insurance!

No matter how much you know about finance, you’ve definitely heard about life insurance: maybe from commercials pitching it as…

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Don’t Let CNN or Fox Control Your Financial Choices! (Or This Can Happen)

It can be difficult to tune out what’s going on in the world, but what happens when you let CNN…

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How Too Much Risk Can Wipe Out Your Wealth!

Taking too much risk after you’ve already won the game can do an enormous amount of financial harm. We’ve seen…

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