Strategy Guides

Take your financial confidence to the next level!

Contingent Beneficiary

How to Choose Your Beneficiary Strategy Guide

Have you ever wondered who should I name as my beneficiary? This question can cause a lot of stress, but it is very important to address because it greatly simplifies the ability for your assets to transfer to the individuals you choose, should the worst occur. I want to help with a strategy guide on what a beneficiary is, what assets typically have beneficiaries and probably the main reason you are here reading this, whom…
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October 20, 2018 0

What I Would Do With Five Years to Live

I used to think I was invincible, at times I even thought I may have been a robot. Now that I am older I have a ridiculously greater perspective of the world around me and where I currently see my place in it. Five years is a completely random time frame, but it is very similar to some of the questions I work with my clients to answer in their first meeting with me before…
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September 26, 2018 0

Why Cryptocurrencies Are Not a Good Fit for My Clients

Cryptocurrency hype has finally calmed down and I am extremely thankful. I am less worried for those who have no idea of how these assets work accidentally shooting themselves in the foot gambling away any savings they may have accumulated. Sure plenty of people have made money and it’s possible that many still could. Other than worrying about the carnage that individuals and families put themselves in while chasing after the excitement of hitting it…
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September 4, 2018 0
Internship

My Employer Does Not Offer a 401(k) Strategy Guide

  So your employer either does not provide a 401(k), you are too new, you are an intern or part-time employee. That is okay, you still have options. Just because you do not have access to a 401(k), doesn’t mean you shouldn’t start thinking about long-term goals. If you did have access to a 401(k) it would be a no-brainer to take advantage of the full matching that your employer provides because it is essentially…
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August 12, 2018 0
Primary Mortgage Insurance

Do I Need a 20% Down Payment for Home Purchase Strategy Guide

  Saving for a home can sometimes feel like chasing a moving target. This can be very frustrating as you are trying to achieve one of your family’s important life goals. Most people think that saving 20% for their down payment is the only logical way to gain access to their first home, but actually, there are numerous ways and options available to them. One that I have used personally, has ultimately saved my family…
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July 24, 2018 0
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