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Tag: personal finance

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How to Time Medical Expense Reimbursements from Your HSA

Updated: March 17, 2025

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!

Updated: May 15, 2025

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?

Updated: June 18, 2025

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)

Updated: March 17, 2025

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?

Updated: June 18, 2025

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!

Updated: March 17, 2025

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?

Updated: June 18, 2025

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!

Updated: March 17, 2025

? 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?

Updated: June 18, 2025

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!

Updated: March 17, 2025

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

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