Better to pay taxes on investment profits than not having them at all. There’s a common refrain in investing and it goes something like this: “I must minimize the amount of taxes on my investments at all costs.” While no one enjoys paying taxes, we think people tend...
The most common question we get: “Where should I invest my money right now?” If there was a sure-fire answer, we’d tell you and that would be that. However, this question is tricky because timing is critical and can make all the difference. The interest rate cycle, or...
Now that we’ve defined personal finance and are aware of what’s involved in managing your money, it’s time to learn how to dominate the game. The key ingredients to becoming a master of your finances: self-control and self-discipline. We use self-control to know when...
Let’s walk through the ins and outs of creating a solid financial plan. This is not to be taken lightly because a good financial plan will drive many of your day-to-day money decisions. But creating the right financial plan for you, one that is personalized for you...
Probably a question that’s crossed your mind from time to time. While life insurance is a key consideration for any financial plan, it’s not usually something people like to think about (for obvious reasons). But let’s put all that morbidity aside and talk about why...