Posts Tagged ‘insurance’
Do I Need An Advisor?
Maybe you have handled all your finances up until now. You saved for retirement and now you’re wondering, do I need an advisor? Maybe this is something I don’t want…
Read MoreLong Term Care Awareness
Did you know that November is National Hunger Awareness Month, National Vegan Awareness Month, which my sister would love, National AIDS Awareness Month, Diabetes Awareness Month, and National Long Term…
Read MoreNew Opportunity for Lazy Money
New Opportunity for Lazy Money Hello everyone, this is a different type of video this week but I am really excited to bring an announcement that’s something that the team…
Read MoreEstate Tax Changes and Beneficiary Mistakes
Estate Tax Changes and Beneficiary Mistakes: Before I get into talking about the estate tax changes, I just want to take a minute and kind of define the term beneficiary. …
Read MoreSecuring Retirement: Part 2
Risks and How To Protect Your Money & Retirement Income – Part 2: Trick or treating is coming up. Did you ever think about that? Who would ever choose…
Read MoreRisks and How To Protect Your Money & Retirement Income
Risks and How To Protect Your Money & Retirement Income: October is here and Halloween is coming up, which means there are already some yards decorated with some very interesting…
Read MoreDoes Indexing Work?
Does Indexing Work? Using an indexing strategy the right way is similar to this coin toss story… My son Asa likes to pick up a coin, toss it in…
Read MoreIs Life Insurance Expensive?
In honor of National Life Insurance Awareness Month, I want to spend some time today talking about the different types of life insurance and a few of the different reasons…
Read MoreLazy Money
Success is defined in many ways, but I would say for someone to be successful, one of the traits that they have to have is a good work ethic. …
Read MoreInformation Equals Power and Sophistication
Information Equals Power and Sophistication Is financial education important? How do you know your financial advisor is good? We all know people who are book smart and common-sense stupid. …
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