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Category: Financial Planning

501 results found
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The 4% Rule: Is It Still A Safe Withdrawal Rate For Retirement?

Updated: March 17, 2025

In this highlight, we discuss if the 4% rule is still a safe withdrawal rate for retirement and why it…

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Should You Speed Up Mortgage Payments with a 7% Interest Rate?

Updated: March 17, 2025

How do you know when you should consider paying your mortgage off faster? In this highlight, we discuss if it…

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Should You Include Side Income in the 25% Investment Rate?

Updated: March 17, 2025

In this highlight, we discuss how you should plan to include your side income into your 25% investment rate. Want…

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What is the Financial Order or Operations DURING Retirement?

Updated: March 17, 2025

In this highlight, we discuss if the Financial Order of Operations changes during retirement and how you should approach it.…

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

Updated: March 17, 2025

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?

Updated: May 15, 2025

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?

Updated: March 17, 2025

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!

Updated: May 15, 2025

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?

Updated: March 17, 2025

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!

Updated: May 15, 2025

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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