1/09/22: With a few items that need to be addressed, what should my top priority be?
1/08/22: We're saving for college but not using a 529 plan. Should we be?
1/07/22: Life doesn't always go as planned and you've got to be ready to make adjustments when it comes to your finances.
1/06/22: Should I be making my retirement contributions pre-tax or Roth? Or a mix of both?
1/06/22: The real estate market continues to be bonkers, causing many to wonder if they should be looking to sell.
1/05/22: With a refinance on the horizon, is it best to do a 15 or 30 year mortgage?
1/04/22: With just about every major brokerage firm now offering a robo advisor product, is it something we should be considering?
1/04/22: If you think you've got a lot going on in your life, just give this call a listen and you might walk away feeling better about your situation.
1/03/22: When you feel like you're late to the game in terms of saving for retirement, what's the best way to make up for lost time?
1/02/22: When one is pursuing financial independence, how should the financial priorities be stacked?
1/01/22: When it comes to saving for retirement, which accounts exactly should I be using?
12/31/21: The bad news is somebody passed away, the silver lining is there's an inheritance coming your way. What should you do with it?
12/30/21: I'm pretty sure I'm in good shape, but turning 50 has left me wanting a second opinion.
12/30/21: With some medical expenses on the horizon, should we tap the HSA or try to cash flow it?
12/29/21: When it comes to claiming your Social Security benefits, there's usually a few different strategies to consider.
12/28/21: I'm being pitched a whole life insurance policy, do I need it?
12/28/21: At what point should we be concerned about saving too much money in our tax-deferred retirement plans?
12/27/21: Even though you think you're in good shape for retirement, it never hurts to get a second opinion. That's what we're here for!
We're sticking with the insurance theme this holiday weekend, this time talking about whole life policies.
Merry Christmas! What better way to celebrate than by talking about insurance policies :)