Financial Freedom Tips
All About Long-Term Care Insurance
Today I compare traditional vs. hybrid long-term care insurance policies. Learn about the probability and costs, as well as what each policy type covers.
Read MoreWhat is PMI (Private Mortgage Insurance)?
Today we help you understand your mortgage by demystifying PMI. Learn what it does (and doesn’t do), how it’s paid and how you can stop paying PMI—or prevent it altogether!
Read MoreInvestment Policy Statement – What it is and why you need one
An Investment Policy Statement (IPS) defines the purpose of your investments, helps you evaluate your risk logically, and reduces your stress—especially when the market is down. In this 4-minute video, I explain what an IPS is and why you need one.
Read MoreWhat is a 529 College Savings Plan?
Today we cover 529 college savings plans—what you need to know! Learn about benefits, tax incentives, who can be a beneficiary, and how 529 plans differ from prepaid tuition plans.
Read MoreDisability Insurance – What You Need to Know
Today I discuss disability insurance—do you need it? I cover the different types available (short-term and long-term), as well as steps to evaluate your risk logically.
Read MoreGot a Bonus? Save Half!
Today I share the best way to celebrate and enjoy the blessings of your bonus: Save half! Or as they say, “When times are good, put some hay in the barn.”
Read MoreRetirement! Tax-Deferred vs.Tax-Free
Which accounts are better for your retirement? Today, a quick overview of tax-deferred vs. tax-free! Learn about how taxes and contributions work for each.
Read MoreHow to Get Goals Back on Track
What do you do when you realize you’ve lost focus? Not making progress on your goals? Here we offer some solid advice for getting those goals back on track!
Read More2 Tips to Keep Your Goals on Track
You’ve put effort and care into creating your goals. Today we share how to keep those goals on track!
Read More5 Keys for Making Goals SMART
Today we share the 5 keys to making your goals SMART.
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