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Tag: personal finance

823 results found
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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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How Often Should You Track Your Net Worth?

Tracking your Net Worth is a great way to help you achieve your wealth building goals. In this highlight, we…

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How Too Much Risk Can Wipe Out Your Wealth!

Taking too much risk after you’ve already won the game can do an enormous amount of financial harm. We’ve seen…

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Should You Invest 20-25% of Your Net Income or Gross Income?

In this highlight, we discuss if you should invest 20-25% of your net income or gross income.

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How to Avoid Buying Financial Products You Don’t Need!

? It may not be the best idea to buy financial products from the insurance agent at Chick-fil-a. Here’s how…

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My Employer Doesn’t Offer a 401(k): What Should I Do?

In this highlight, we discuss what you should do if your employer doesn’t offer you a 401(k) plan and how…

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Don’t Blow it! What NOT to Do After a Financial Windfall!

One of our clients came into a significant windfall – unfortunately, their spending increased even more significantly. Here’s how you…

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