Chapter 8: Taxable Accounts
November 30, 2020
In a previous chapter, we spent time on the concept of tax-advantaged investing. The idea with tax-advantaged investing is that there are special investment accounts
Category: Financial Planning Book
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Chapter 7: Real estate investing
August 12, 2020
Many believe that real estate investments are one of the best ways to build wealth. We often hear “rags to riches” stories of those who
Chapter 6: Annuities
July 1, 2020
Much of the information about annuities found on the internet, in books, and on the radio seems contradictory and downright confusing to the public. Why
Chapter 5: Tax-advantaged investing
June 15, 2020
It has been said that the only certainties in life are death and taxes. While that may be true, we can minimize the latter with
Chapter 4: How to find the purpose of our money
May 28, 2020
Let’s face it, getting motivated to prepare for our financial future can be tough. And staying motivated is an additional challenge. There will always be something more
Chapter 3: Financial planning: special goal funds
May 13, 2020
First, a word on debt There are many books out there on debt, its problems, and how to overcome them, so I won’t belabor the
Chapter 2: The foundation: savings and emergency funds
April 29, 2020
One of the most important things to focus on when building a home is the foundation. If you build on a poor foundation, it won’t
Chapter 1: Building a plan to achieve your financial ambitions
April 15, 2020
At the beginning of every year, Americans engage in the tradition of setting New Year’s Resolutions. The resolutions may range from losing weight, getting in