Life insurance can be confusing. Especially since so many people want it to be. But it doesn’t need to be. Life insurance is one of the simplest financial tools out…
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WHAT IS OCCAM’S RAZOR? Occam’s Razor is a principle attributed to William Occam, a 14th century philosopher. He stressed that explanations must not be multiplied beyond what is necessary. Thus, Occam’s Razor...
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The following excerpt is from our ebook “12 Principles of Intelligent Investors,” which you can download here. Want to get better at investing? Are you looking for simple, approachable ways…
The following article is an excerpt from our ebook, “How to Develop a Successful Financial Plan and How an Advisor Can Help,” which you can download here. Imagine you’re a…
A lot of things get lumped under the broad title of estate planning. Not only are you arranging the financial aspects of your estate, but you’re letting everyone know your…
Chronic illness is life-changing. When it comes to medical expense coverage, you might be looking at new regulations on the kinds of treatments available to you, the physicians you meet…
Retirees can take two main approaches to spending from portfolios. The first is to focus on income and dividends produced in the portfolio, a.k.a. “income investing.” The second is to…
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