5 Levels of Wealth and How to Achieve Each
Which level of wealth describes your financial situation and what will it take to move to the next level?
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Your Complete Guide to FAFSA
FAFSA is one of those things that everyone has heard of, but no one really understands.
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Use Whole Life Insurance to Avoid Estate Taxes?
There’s a whole industry on avoiding estate taxes. Should I use whole life insurance to avoid estate taxes? Tune in to this week’s mini-episode of The Money Guy Show as we discuss how whole life insurance is being used for estate planning. What you’ll find out in this week’s episode: The cost and concerns of […]
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5 of the Most Searched Finance Questions on Google (and our answers)
We were surprised by what people were looking for and you might be, too. 2017 was an active year of headlines and news, and we were curious about what some of the most popular finance-related queries were last year. While some of the most popular searches were obvious, there were at least a couple searches […]
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Tax Reform: Tax Planning Opportunities to Take Advantage of Before and After TCJA Starts
Tax reform was passed into law before Christmas this year, and it has people all across the country scrambling to find out how it impacts them and if there is anything they should do before January 1, 2018. We cover the tax reform changes in full detail in this week’s Money Guy Show podcast episode […]
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Should You Ever Buy Individual Stocks? Here’s a Quick Way to Find Out
A Constantly Recurring Question Should an investor ever buy individual stocks or is it better to stick with a mutual fund of one sort or another? This question is the subject of a recurring debate among financial professionals, with some absolutely committed to a mutual fund only approach and others just as devoted to buying […]
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The Top 8 Ways to Avoid Money Potholes that Can Derail Your Financial Progress
Just like when you’re driving on a damaged road, the path to financial security can be littered with pitfalls and potholes. Although some of these are minor enough, others can be financially catastrophic. While some of these difficulties are inevitable or part of your financial learning curve, others can easily be avoided with a little […]
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Annuities: What They Are and What You Need to Know Before Buying One
Let’s take a look at how annuities function and what you need to know before buying one.
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What it Looks Like to Be Financially Organized
Everyone agrees that being financially organized makes managing money a whole lot easier. But how do you know where to begin? If you’re wondering what goes into being financially organized, you’ve landed in the right place. Not too many people are overly enthusiastic about setting aside time to go through all their financial documents to […]
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The Number One Reason Your Money Isn’t Growing
Financial success doesn’t happen in a day, but it can happen over time. If it seems like your money isn’t following an upward trajectory, there may be a simple reason why.
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