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Tag: personal finance

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Can This Annuity DESTROY Your Retirement?

You may have heard of life insurance or annuity products that track the market – maybe you even have 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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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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When is the Best Time to Buy a Home?

The most recent housing data shows that home prices were DOWN 9% last quarter! If you are looking to buy…

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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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Should You Avoid Lifestyle Creep at All Costs?

Is lifestyle creep a natural part of getting wealthier and increasing your income or is it something that should be…

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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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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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