Here are a few actionable ideas to use in light of the SECURE Act passage.
Category: Investing
It’s for Your Death – Not Your Life
Buying the proper type of life insurance is a simple decision.
The Five-Point Financial Plan
Here are 5 actionable ideas you can implement to help secure your financial future.
Portfolio Thoughts
Here is something to consider if you are concerned about the stock market.
HSA = Huge Savings Advantage
HSA's represent a great long-term tax planning opportunity. Don't miss out!
529 Plans – OH Ranks at the Top!
Saving for college is not easy. The old adage, a dollar saved is a dollar earned rings very true. Read about the tools I use to help families save for their child's education, and read exactly how I save for mine.
Why Fees Matter
There are few certainties in life, and probably even fewer when it comes to investing. One guarantee that I can make is this: what you don't spend, you get to keep. Fees matter. Especially when it comes to your money. Those fees come in many designs, from professional advisor fees, to trading fees, to product … Continue reading Why Fees Matter
Am I Ready for a Private Investment?
Nearly every great business started as a private investment opportunity. So too has every business failure. I believe you must check these boxes before it is an appropriate risk to take.
Wealth Advice Made Simple 