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Category: Financial Planning Book

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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

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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

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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

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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

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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

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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

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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

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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

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