Posts

Medi-Share
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How to Save Big Money on Healthcare

I've been with Medi-Share for several years and it has saved me thousands in premiums.
Retirement Planning
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How to Spend All Your Money in Retirement and Still Leave a Legacy

Want to spend your retirement nest egg with no fear of outliving it. Read on.
life Insurance
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Insure Your Most Valuable Asset - Part Two

We know now that the future income of a working adult is usually their most valuable asset. The one thing that their entire financial plan needs to have in order for the financial plan to work. As a planner, I have to recommend that we design…
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Insure Your Most Valuable Asset - Part One

If asked, most people would say their home or possibly their 401k was their most valuable asset. The truth is that if they are still a ways away from financial independence. Their future income is far and away their most valuable asset. As…

How to Avoid Three Common Insurance Mistakes

There's no reason to make these insurance mistakes. Insurance is one of those areas where even financially bright people often make poor decisions. Mistakes: MISTAKE #1. Carrying a low deductible on your auto insurance. This is…
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Our Story

My wife, Soni, and I celebrated 23 years of marriage recently and I thought I would share what some of the key financial decisions we made along the way and the impact they had on our family. The themes are consistent: Figure out what is…