money

Fee-Only Financial Planning

Our opinion that fee-only financial planning is terrific is biased. So, you do not have to take our word for…

10 years ago

How Do I Avoid the Risk of Stocks?

For shorter investment timelines, the safety of your money may be more important than the fact that the money keeps…

10 years ago

Do I Need Long-Term Care Insurance?

Question #3: "Are you healthy?" If not, then it becomes much more difficult to qualify for a long-term care insurance…

10 years ago

What is a Stretch IRA?

A stretch IRA is not a type of IRA account. Rather, a stretch IRA is a distribution strategy for the…

10 years ago

What to Look For in a Disability Policy, Part I

The Social Security Administrations reports: ...over 1 in 4 of today’s 20 year-olds will become disabled before reaching age 67.…

10 years ago

Three Distribution Options for Pensioners Explained

If you’re one of the few lucky Americans that has a pension, you may have a deliberation in front of…

10 years ago

Estate Planning Mistake: Don’t Forget to Update your Beneficiary

Life’s emotional challenges are often intertwined with life’s financial challenges. When it comes to advanced financial planning, these life challenges…

10 years ago

The Three Boxes

It is important to understand your cash flow; you want to know where your money is going. For the purposes…

10 years ago

Taxes on Five Types of Investment Income

Different types of investment returns are taxed distinctly. Knowing how investment returns are taxed can help you better manage your…

10 years ago

Do I Have Enough Money to Retire?

You have seen the commercials: people carrying their nest eggs, or their money board, indicating the hypothetical dollar amount required…

10 years ago