4 Benefits to Rebalancing Your Investment Portfolio

4 Benefits to Rebalancing Your Investment Portfolio

Investing can be tricky. Market ups and downs, along with changes to your financial needs, can make it difficult to know when to make adjustments…and when to leave everything alone. What you need is a plan for how your portfolio should be allocated so that you can easily see if – and when – it…
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Long-Term Care Insurance: Defined

Long-Term Care Insurance: Defined

When it comes to issues that have the potential to drain your nest egg, healthcare is usually at the top. But healthcare includes more than just paying for health insurance. You also have to consider how you might pay for long-term care one day, even if your health seems fine right now. Nobody wants to…
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Insurance Deductible: The (Insurance) House Always Wins

Insurance Deductible: The (Insurance) House Always Wins

Today, I’m going to show you how to save money by not having an insurance policy. This is the opposite approach from what we’ve been taught for many generations. Insurance is supposed to protect our investments and save us money when harm comes our way, right? Not always.  If you want to truly protect your…
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Boring Money Is Good for You

Boring Money Is Good for You

In the world of money management, financial advisors are apt to use all sorts of over-the-top jargon. They could use everyday terms to explain what they mean, but that’s usually boring. I’m going to do something different and tell you that boring money management is usually the best money management. Why? Because you’ll make more…
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Income-Driven Repayment & How to Hack Your Student Loans

Income-Driven Repayment & How to Hack Your Student Loans

Student loans got you down? If so, you can get in line with the other 44 million Americans. Fortunately, there are a few strategies you can use to lower your income-driven student loan payments (aka income-driven repayment) and save buckets of money, too! Here’s how it’s done. What is an Income-Driven Repayment Plan? In case…
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How to Prioritize Financial Freedom

How to Prioritize Financial Freedom

For some people, the idea that money = freedom is absurd. Some may even be offended by the concept. That’s because many people see their financial success or failure as part of their character. And when someone isn’t doing well financially, the concept of money equaling freedom can be taken as a personal attack. But the…
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The 7 Best Questions to Ask a Financial Advisor in 2020

The 7 Best Questions to Ask a Financial Advisor in 2020

Today I’m sharing the best questions to ask a financial advisor. In fact, these are the exact questions I tell people to ask us when they are considering our firm. So if you’re tired of seeing the same old questions to ask a financial advisor (“how often will I hear from you”), you’ll really enjoy…
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