Finance
What is Retirement? That Depends on You.
My favorite definition of retirement is “voluntarily ending one journey to begin another.” Each of us has our own purpose and dream for retirement. In this video, I help you identify yours.
Read MoreThe #1 Retirement Question – How Much is Enough? (VIDEO)
I often hear: “$1,000,000 is the magic number I need for retirement, right?” Not necessarily so! Here are 4 things to know to answer this question for YOU.
Read MoreFinancial Freedom Tips (Video) – 4 Essential Steps for Estate Planning
With these 4 essential estate planning steps, you can protect your dependents, while also ensuring that your medical and financial wishes are honored.
Read MoreFinancial Freedom Tips (Video): Life Insurance – Term vs. Whole Life
Term vs. whole life? Many families are underinsured because they do not understand how life insurance works. Here we explain the basic differences between term and whole life.
Read MoreFinancial Freedom Tips (Video) – Parents, How Much Life Insurance Do You Need?
Do you have dependent children? Here’s what you need to know to make wise decisions when purchasing life insurance for your family.
Read MoreHow to Get an Extra 208 Hours per Year!
Want 208 hours back over the next year? Easy, go on a financial-news detox. Read on to find out more.
Read MoreWho Benefits from an IPO? (Hint: It’s NOT the Investors!)
Are you thinking about jumping in and investing in the latest “initial public offering”? Here’s why I advise you to say NO to the IPO.
Read MoreTiming Isn’t Everything – Why I’m NOT a Fan of “Tactical Asset Allocation”
In spite of all the evidence to the contrary, many people continue to believe they can time the market. Read on to find out why I see these folks making a HUGE mistake.
Read MoreFinancial Freedom Tips (Video) – Qualified Charitable Distribution
A QCD can be a win-win for both you and your favorite charity. In this 5-minute video, Josh Duncan explains how QCDs work and the tax benefits—as well as the rules you need to know and the mistakes to avoid.
Read MoreFinancial Freedom Tips (Video) – Paying Debt with a 401(k) Loan
Looking to pay off large debt with a 401(k) loan? In this 5-min. video, learn all the details about how it works—including specific benefits and risks.
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