November 4, 2023
Your savings rate is key for measuring your financial health and achieving financial independence.But which comes first: saving money or paying expenses?
October 28, 2023
It's that time of year when you can sign up for a new health insurance plan or change your existing plan. It's important to choose a plan that meets your needs and budget.
October 21, 2023
The Death of Active Management
The latest SPIVA report card was just released showing a whopping 97% of mutual funds underperforming their own benchmarks.There is no legitimate excuse to be paying Wall St. mutual fund stock pickers anymore.
September 30, 2023
In the confusing world of insurance products, the right approach is to separate the role of insurance from investments. As someone smart once explained it to me, "The role of insurance is to protect against sudden and catastrophic loss."
September 23, 2023
Combining Finances In A Relationship
Managing money in a relationship can be challenging, but sharing financial responsibilities can lead to stronger partnerships. According to a recent study by LendingTree, here's what we discovered about how American millennials view and manage their finances as couples.
September 16, 2023
Tax evasion is illegal. Tax avoidance is encouraged. Here is how a financial advisor adds value with tax planning and strategy.