Managing the sequence of return risk in your retirement planning process I am not a gambler.  But I have seen it close enough to...

When starting a career as a young adult, it can often be challenging to understand the best ways to use your money. It can be...

Health Savings Accounts can be used to save money on taxes and provide strategic tax planning for higher income years.

So many terms in the financial industry  seem mysterious and confusing, and some even sound completely made up.  The Backdoor Roth IRA...

Basic Insurance In addition to health, home, umbrella, and auto insurance, each family and most individuals should consider a few other...

Is Becoming a Millionaire in My Future? Let’s start with real-world facts: most people like the sound and appeal of being a millionaire....

What is a HENRY? The acronym HENRY, "high earner, not rich yet," encapsulates a demographic segment often associated with millennials...

A Quick Backstory People told me growing up that I needed debt in my life and that debt was good. “I can’t get a mortgage without a...

The start of a new year often brings self-reflection for many people as they create their New Year’s resolutions. Although New Year’s...

Some of us reading this article may have been in debt at some point in our lives. It is a frightful, burdensome, overwhelming feeling...

Finding the best ways to save while investing For those interested or worried about saving, this article will help clarify the options...

ALL THINGS EMERGENCY FUNDS Let’s start with defining an emergency fund, which is simply money put into a liquid and accessible account to...