Here is something to consider if you are concerned about the stock market.
HSA's represent a great long-term tax planning opportunity. Don't miss out!
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.
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
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.
A look at the next steps that may help guide you in building your own personal financial plan.