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Category: Insurance

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article

When Should You Stop Paying for Life Insurance?

When does it make sense to self-insure instead of using term life insurance? Or does it ever make sense to…

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article

Is Infinite Banking a Good Way To Build Wealth?

Chances are you’ve heard of the concept of using a whole life insurance policy as your personal bank. We often…

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article

Should I Join an Indexed Universal Life Insurance (IUL) Business?

Is indexed universal life insurance a good investment? The brochure says it offers the same benefits as investing without the…

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article

How Much Life Insurance Should I Get as a New Dad?

Congratulations on the new baby! When determining life insurance coverage, a common rule of thumb is 10 times your annual…

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article

I Took Out a 401(k) Loan! What Should I Do?

Taking out a 401k loan might be considered low-interest debt, but it comes with significant opportunity costs and risks, making…

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faq

Do I Need Life Insurance? What’s the Difference Between Whole Life and Term?

Life insurance is a valuable financial planning tool, but make sure the type of insurance you choose matches your needs.…

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faq

What is an HSA and Should I Contribute to One?

An HSA (Health Savings Account) is a tax-advantaged savings account designed to help you save money for medical expenses –…

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article

What is the Most Strategic Way to Utilize Your HSA?

In this highlight, we discuss the most strategic ways to reimburse expenses from an HSA in retirement. For more information,…

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article

Can You Have Too Much Money In Your HSA?

Is it possible to have too much money in your HSA? In this highlight, we discuss what you should consider…

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article

How Much Life Insurance Do You Actually Need?

The general rule of thumb is that you should purchase 10x your income in life insurance. While you may be…

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