Lifelong Blog
Our nationally recognized, weekly blog posts.
Understanding Annuities in 5 Minutes or Less
Despite being one of the oldest investment vehicles out there annuities are still probably one of the most misunderstood investments on the market.
Help! I want to retire…and soon
Retirement. It’s a big and scary decision. You typically only get one shot at it and most of your decisions are permanent.
The 1% No One Seems to Care About
If I had a dollar for every time a client showed me an array of savings accounts at multiple institutions, I’d have several extra more dollars.
7 Essential Ways to Boost Credit Score
When my wife and I purchased our first home, we visited a mortgage broker to get our very first mortgage.
12 Financial Planning Tips for 2017
We all make New Year’s resolutions to better our lives for the upcoming year. So, why not make 2017 the year in which you give serious attention to your finances?
Healthcare Savings Accounts: Financial Planning’s Best Kept Secret
Healthcare Savings Accounts (HSA) are often misunderstood and very much underutilized. So how do they work? And, what the heck makes them so great?
The Only Two Credit Cards I Use!
On a weekly basis, I get this question from clients and friends alike: “Which credit card should I use?
How Much Life Insurance Do I Need?
It’s a common question: How much life insurance should I have?
The answer; unfortunately, isn’t an exact science. However, I’d venture to say nine out of ten potential clients are underinsured.
Three Good Strategies for the Charitably Inclined
There are many ways to make charitable donations, but this post will focus on three simple and proven methods.
When to use Term Insurance Versus Permanent insurance
Many new clients (as well as most everyone else) are underinsured when it comes to life insurance. Being underinsured is a topic for another blog post.
Understanding Annuities in 5 Minutes or Less
Despite being one of the oldest investment vehicles out there annuities are still probably one of the most misunderstood investments on the market.
Help! I want to retire…and soon
Retirement. It’s a big and scary decision. You typically only get one shot at it and most of your decisions are permanent.
The 1% No One Seems to Care About
If I had a dollar for every time a client showed me an array of savings accounts at multiple institutions, I’d have several extra more dollars.
7 Essential Ways to Boost Credit Score
When my wife and I purchased our first home, we visited a mortgage broker to get our very first mortgage.
12 Financial Planning Tips for 2017
We all make New Year’s resolutions to better our lives for the upcoming year. So, why not make 2017 the year in which you give serious attention to your finances?
Healthcare Savings Accounts: Financial Planning’s Best Kept Secret
Healthcare Savings Accounts (HSA) are often misunderstood and very much underutilized. So how do they work? And, what the heck makes them so great?
The Only Two Credit Cards I Use!
On a weekly basis, I get this question from clients and friends alike: “Which credit card should I use?
How Much Life Insurance Do I Need?
It’s a common question: How much life insurance should I have?
The answer; unfortunately, isn’t an exact science. However, I’d venture to say nine out of ten potential clients are underinsured.
Three Good Strategies for the Charitably Inclined
There are many ways to make charitable donations, but this post will focus on three simple and proven methods.
When to use Term Insurance Versus Permanent insurance
Many new clients (as well as most everyone else) are underinsured when it comes to life insurance. Being underinsured is a topic for another blog post.