Passive Income: Myth or Fact? By: Cliff Taylor, CFP® Estimated read time: 3 minutes 5 Reasons Passive Income is Not What It Seems We have all heard and read articles claiming that one can double or triple their money by taking advantage of passive income streams....
Estimated Read Time: 2-3 Minutes A good professional provides important guidance and insight through the years. What kind of role can a financial professional play for an investor? The answer: a very important one. While the value of such a relationship is hard to...
Estimated read time: 3 mins Turn your intent into a commitment In personal finance, as with most areas of life, goals help us to grow and achieve more. Here are a couple reasons why we think each family should have financial goals put in place. Goals give you focus To...
Estimated read time: 3 Minutes Behaviors worth changing for a more promising future. Do bad money habits constrain your financial progress? Many people fall into the same financial behavior patterns year after year. If you sometimes succumb to these financial...
Are you about to buy life insurance? Shop carefully. Make your choice with insight from someone who understands the ins-and-outs of life insurance, as it may help you avoid some of these all-too-common missteps. Buying the first policy you see. Anyone interested in...
Estimated read time: 3-4 mins What kind of retirement do you think you'll have? Your outlook may influence your financial outcome. Qualitatively speaking, what if the success or failure of your retirement begins with your perception of retirement? A whole field of...
By Benji Nunn, CFP®, President Estimated Read Time: 2-3 Minutes There she goes. She’s walking across the stage. All you want to think about is her bright future, but you can’t help but beat yourself up a little thinking that you could have done more. You could have...
Estimated Read Time: 2-3 Minutes These private income contracts do have potential flaws. It may not be good to have too many (or any) of your eggs in an annuity basket. Here are some important factors for you to consider. Fundamentally, an annuity contract means...
Estimated Read Time: 3-4 Minutes An executive transitions into a consulting role at age 62 and stops working altogether at 65; then, he becomes a buyer for a church network at 69. A corporate IT professional decides to conclude her career at age 58; she serves as a...
Estimated Read Time: 3-4 Minutes We’ve all heard the nightmare stories of people making big mistakes that lead to a job greeting at the entrance of the local shopping center. But what exactly are some things that may have gone wrong for people? We will go through some...
Estimated Read Time: 2-3 minutes Take these financial lessons to heart. You have a chance to manage your money better than previous generations have. Some crucial financial steps may help you do just that. Live below your means and refrain from living on margin....