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Category: Financial Planning

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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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At What Level of Wealth Should You Hire a Financial Advisor?

With so much access to free financial information, it can be hard to know when you might need a financial…

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Best Ways To Save Money For Kids

There are so many different options out there when it comes to saving money for your children. In this highlight,…

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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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Should You Avoid Employee Stock Purchase Plans?

In this highlight, we discuss if you should avoid employee stock purchase plans. For more information, check out our free resources…

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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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