Posted in Finance Tools

Financial Planners, Friend or Foe?

So, maybe you are new to investing and the idea of doing it on your own seems overwhelming. Or you could have just moved to a new job and have a 401k account to rollover for the first time. In either case, it’s understandable why the idea of going to…

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Posted in Finance Tools

A safe, tax advantaged wealth building tool most people aren’t using??!!

So I first became aware of this personal finance tool from an acquaintance who happens to be a financial advisor. You may say in this instance, it’s a good example of everything that is old becoming new again! I’m sure most of you reading this have considered or currently have…

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