Taxable Accounts
November 30, 2020
In a previous chapter, we spent time on the concept of tax-advantaged investing. The
Why Retire in Tennessee?
November 26, 2020
We hope you had a safe and wonderful Thanksgiving this year! In a short
Protect Yourself and Read the ADV
November 25, 2020
It’s easy to think, All financial advisors are the same, but when you’re looking
Understanding Indexed Universal Life (IUL) Insurance
November 24, 2020
There are a lot of different financial products out there. It’s important to understand
A Case Where You Would Want to Keep Your Annuity
November 23, 2020
When you’re saving for your retirement years, you want to do the things that
A Case Where You Would Want to Keep Your Annuity
November 23, 2020
When you’re saving for your retirement years, you want to do the things that
How to Navigate Life Insurance Products
November 20, 2020
It’s easy to pick on life insurance products because the industry is usually more
Are There Lots of Ways to Win at Investing?
November 20, 2020
Someone told Paul this week, “There are lots of ways to do things.” In
Municipal Bond Misunderstanding
November 18, 2020
Bonds are an important part of any investment portfolio, but not all bonds are
Breaking Down the Last Week (November 9-15, 2020)
November 17, 2020
Vaccines news, a Biden Presidency, and the success of the S&P 500 has the
QE and the Market
November 17, 2020
If someone told you there was one thing that more than doubled the value
Two Mistakes with Stocks and Bonds
November 13, 2020
The perfect investment does not exist. If it did, everyone would own it. Unfortunately,