In this week's video, Casey talks about the assumptions retirement calculators make and how they might not apply to everyone. There are certain assumptions that have to be made when planning for retirement, but what happens when life changes? Or when those...
If you want an efficient way to save for future medical bills, look no further than an HSA, a health savings account. We always talk about our buckets approach. The idea is you mentally (or physically) separate your money into buckets, depending on what they will be...
A common misconception amongst investors is that investment returns would be better if they could somehow avoid recessions. But is that actually true? In this week's podcast, Brendan and Casey settle this debate once and for all. They share historical...
In this week's video, Casey discusses different ideas for where to put your short-term money. We get asked all the time, "I've got this money at the bank earning nothing. What should I do with it?". There are always trade-offs being made when you put your dollars...
In this week's podcast, Tim and Brendan begin by discussing how investors reacted to the Fed's comments last week. The conversation turns into a discussion about who is actually making changes to their retirement investments this year. The guys wind up shining...
Everyone wants good investment returns all the time. But if you had to choose, would you want them early on or later down the road? Casey answers this question and more in this week's video. He uses the answer to this question, along with another example, to prove...
If you die without a will, the laws of whatever state you lived (or owned property) in will dictate how your estate gets distributed. If last week's blog post didn't give you reason enough to create and regularly update your will, maybe this week will do the trick!...
We are often asked "what can I expect my investments to earn if I work with you?". While it is an important question, there is no easy answer. In this week's podcast, Tom, Brendan, Tim AND Casey weigh in on the best way to set investment performance...
"It's not going to be around when I need it" "I'm putting all this money in and probably won't see a nickel of it in 15 years" In this week's video, Tom addresses these worries and discusses how social security is a crucial part of retirement income planning and why...
What Is a Will? A will, or a Last Will and Testament, is a legal document that outlines your intention for the distribution of your assets after your death. It is an integral part of a comprehensive estate plan and helps your loved ones avoid legal and financial...
