How to Put Together a Winning Taxable Investment Portfolio

Editor’s note: This is a an article from Jeff Rose, who’s book Soldier of Finance is being released today. Since Jeff is a CFP I asked him to share his thoughts on building a taxable investing portfolio – something I’m hoping to do in the near future. Here’s Jeff… Let’s face it, paying taxes is […]

What to Do When You Accidentally Let Your Life Insurance Policy Lapse

Not paying your electricity bill can get your lights turned off in a heartbeat. Not paying your credit card bill can drop your credit score 100 points or greater. Not paying your life insurance bill… That could have catastrophic effects on both you and your family. Unfortunately, I almost found this out the hard way. […]

Stay Out of the 401k Penalty Box

High sticking in the NHL will get you a minimum 2 minutes in the penalty box. Same rules apply for cross-checking. In more severe cases, the penalty can be doubled that. The bright side to all that is after the penalty time expires, you are allowed back on the ice to play again. Hopefully, with […]

5 Ways to Save for College

Choices. Choices. Choices. It’s always nice to have choices when it comes to making important decisions in your life. Sometimes though, having a multitude of choices can be overwhelming. Working with clients when it comes to planning for their kids college education is a perfect example. The are many ways that you can save for […]