Portfolio Rebalancing: What Is It + The Top 4 Benefits

Portfolio Rebalancing: What Is It + The Top 4 Benefits

Today I’m sharing what portfolio rebalancing is, when to implement it, and why it’s so beneficial. Market ups and downs make it difficult to know when to make adjustments…and when to leave everything alone. But creating a systematic rebalancing plan can help. So if you want to learn how to invest smarter without working harder,…
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How to Buy International Stocks and Why They Are Important

How to Buy International Stocks and Why They Are Important

Today I’m going to share how to buy international stocks. I’m also going to share why most investors should have them in their portfolio. In fact, a basic allocation to international stocks can save you from a major investing pitfall. So if you want to improve your retirement portfolio, you’ll love this simple breakdown for…
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The 7 Most Important Types of Insurance (+ Free PDF Checklists!)

The 7 Most Important Types of Insurance (+ Free PDF Checklists!)

Today I’m sharing a step-by-step guide to attacking your insurance policies. In fact, knowing what insurance to tackle first, second, third, etc, can help you maximize coverage and save money. So if you’re ready to optimize your insurance policies and take action, today’s post is for you. First, grab our free insurance checklists and workflows: …
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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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Letter of Instruction Explained (in plain English!) + Free Template

Letter of Instruction Explained (in plain English!) + Free Template

Today I’m sharing what a letter of instruction is and how to quickly create one. In fact, ignoring this simple task could cause major challenges for your heirs when you pass away. If you want to simplify things for your family when they settle your estate, you’re going to love this post. First, grab these…
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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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