Investments

When you are thinking on and planning out your finances, it is really important to understand characteristics you favor before you fund financial vehicles. Many people take into account risk, rate of return, or time period. When I look places

In ultra-conservative safe money you basically have four options: 1. A CD 2. The Cookie Jar 3. Cash 4. A Fixed/Indexed Annuity Annuities are similar to CDs. They are for specified periods of time, there is a surrender or penalty

In the world of retirement planning, inflation can be a deal breaker. Inflation is easily the number one most overlooked factor I see when talking about retirement planning with potential clients. In this calculation, I am going to show you

Let’s play a game of true or false: A large down payment will save you more money over time than a small down payment. A 15 year mortgage will save you more money over time than a 30 year mortgage.

Ever heard of the term “Average Return”? The talking heads on TV and financial planners love this term. How many times have you heard “move your money to me and I can get you a 12% average return”? I wanted

The thought of buying your dream car with no out of pocket cost sounds pretty cool right? I have used a strategy with clients as well as personally to do exactly that. This is how my brother and I bought

With total savings within qualified plans in the United States being something around $18 Trillion, you probably have know about or have heard about various types out there. I wanted to talk about what “Tax Deferred” means within a qualified