Blog

12 Invaluable Things to Know About Starting a College 529 Plan

This article is a guest post written by Charles Donalies, founder of Donalies Financial Planning. Charles and I became friends after...

Financial Goals Every 30-Something Should Strive For

This article was written by PJ Wallin of Atlas Financial. PJ and I became friends after meeting at an industry conference...

What’s What in the Alphabet Soup of Retirement Planning

This article is a guest post from Tyler Landes, founder of Tandem Guidance. Tyler and I became friends after meeting...

3 Things Not To Do When Buying a Home

This piece is a guest post written by Kenneth Klabunde of Precedent Asset Management. Kenneth and I became friends after meeting...

10 Ways to Save More Money

Saving is an act of commission. It doesn’t happen by accident—you must actively work towards it. If you find it...

10 Reasons Why You Should Work With a Certified Financial Planner

While the letters CFP may just look like some letters thrown on a business card, it actually symbolizes a very...

Teachers and 403Bs

For teachers, retirement setups provide one of the key perks of their job. Knowing how to properly plan for a...

What is a Solo 401k?

A Solo 401(k), (also referred to as a Self Employed 401(k) or Individual 401(k)), is a qualified 401(k) retirement plan...

What is a SIMPLE IRA?

There are many different individual retirement account options, and it’s important to select the retirement vehicle that will maximize your...