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Tag: Investing

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What Is the Best Way to Invest as a Self-Employed Individual?

If you are your own boss, what is the best way to set yourself and your family up for success…

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What Are the Signs That You Need a Financial Advisor?

When should you begin considering a financial advisor? And what exactly is the difference between a financial advisor and a…

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Where Do Rental Properties Fit In the Financial Order of Operations?

Where in the Financial Order of Operations should you consider investing in rental real estate property?

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How Should You Factor a Pension Into the 25% Investing Rate?

Some government employees are able to contribute to a pension that is matched by the government in lieu of Social…

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Which Career Fields Max Out Their Investments the Most?

As financial advisors, we’ve noticed that some career fields have a much higher income and ability to maximize their retirement…

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Why Value Goes Beyond a Price Tag

The value you get from something isn’t just about its price tag. If you grew up broke, you might have…

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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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I’m Investing 25%, But I’m Still Not Maxing Out My Investments!

Step 6 of our Financial Order of Operations is to maximize your employer-sponsored retirement plan(s). If you can invest 25%…

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Why You Should Choose the Road Less Traveled…

The road less traveled might be bumpier, but sometimes it’s better to take the hard road! Forging your own path…

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How Can I Convince My Friends to Follow the Financial Order of Operations?

Investing for retirement often isn’t the “sexiest” investment you can make. Young people might get lured in by hot dots…

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