Retirement Insights
Making sense of taxes, markets, and retirement planning.
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How to Buy International Stocks and Why They Are Important
/ November 15th, 2020
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!)
/ November 1st, 2020Today 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
/ November 1st, 2020When 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
/ October 1st, 2020Today, 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: How to Save and Invest Wisely
/ September 22nd, 2020In 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
/ September 20th, 2020Student 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
/ September 8th, 2020For 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 Secret to Investing
/ September 1st, 2020Ah, secrets. One of the most intriguing words in our language. Especially in investing. I mean, if you just knew the secret – you’d be richer than Warren Buffet, amiright? Well, the “secret” is out – and it’s more disappointing than you think. Is There a Secret For Investing Successfully? Recently, a friend asked me:
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Which Bonds are Best?
/ August 1st, 2020
The current global pandemic certainly has spun our lives around. I’m taking COVID-19 very seriously, doing my best with social distancing and preventing any potential spread of the disease. But I miss seeing my dad. I do wonder, “would hanging out together be worth the risk?” Even though we’ve been following the guidelines, I know
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Should I Open a 529 College Savings Account for My Grandchild?
/ July 28th, 2020Are you thinking about opening a 529 College Savings Account for your grandchild? It may be more advantageous to make a financial gift to your grandchild instead. We’ll dive into why grandparents may want to shy away from opening their own 529 College Savings Accounts for a grandchild, and what method might leave everyone better
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