Mastering Your Money: Make Finances your Puppet
Improving your financial literacy can reduce stress, increase your financial security, and help you achieve your personal and financial goals.
financial
Tax-Free Retirement – Summary, Key Learnings, and Action Steps
Main Idea / Thesis Patrick Kelly’s Tax-Free Retirement challenges the conventional approach to retirement planning, warning that tax-deferred accounts (401(k)s,… Read More »Tax-Free Retirement – Summary, Key Learnings, and Action Steps
10 Life Insurance Mistakes and How to Avoid Them
No matter what stage of life you are in – getting married, growing a family, planning for college or caring for a loved one — life insurance is a crucial part of any financial strategy. Don’t procrastinate on making this serious family decision.
The Importance of Preventive Care: How Regular Check-Ups Can Save You Money
By investing in regular health assessments, we take charge of our health and minimize the risk of facing unexpected and potentially high medical bills. Let’s find out how!
Alleviating Annuity Ambiguity
Rolling over your savings into an annuity is one way to steady the ship and guarantee that your lifetime of hard work doesn’t sink like a rock.