Open Enrollment Season: What you need to know
It's benefits season. What do you need to know to capture the most value and ensure your health and assets are protected?
Insurance lessons learned from Hurricane Ian
We can see these events coming but there is only so much one can physically do to prepare for them in the moment. However, you can prepare well ahead of time to ensure your financial security can protect you.
F.I.R.E. – Financially Independent, Retire Early
Setting your own schedule or retiring early may be more attainable than it first appears, if you're willing to make a few tradeoffs and stick to a plan.
The Psychology of Investing
As you must prune a tree or bush so that it may flourish and grow, so must the markets be pruned so that they may grow.
Those Four Nasty Words in Investing
“This time it’s different.” It’s the phrase investors use to rationalize why they are bailing out of stocks.
More Time or More Money?
Guest author, Hal Hershfield, Ph.D, poses the question, would you rather have more time or more money? What does his research say about our answer?
Inside-Out Investing: Part Two
How do people make decisions? There are scientists and psychologists that dedicate their entire career to studying this question. We are each unique in our thinking, processing, upbringing, values and…
Life Insurance for Small Business Owners
As a small-business owner, you wear a lot of hats. From billing and accounting decisions to marketing your products, there are several different decisions to be made, many of which…
Where to Save Money for Retirement
By the time you graduated high school you probably had already opened your first bank account, or at least knew of the two main types - checking and savings. These…
Inside-Out Investing: Part One
Imagine your future self 20 or 30 years from now, living your ideal life. What would it be like? What would you be doing? What would be bringing you satisfaction…