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Eight suggestions on your way to establishing true financial wellness
Eight suggestions on your way to establishing true financial wellness August is National Wellness Month, an entire month where we can...

RetirementGuy
Aug 27, 20203 min read


How to Get Preapproved for a Mortgage
WITH MORTGAGE preapproval, a lender checks your credit and evaluates details about your income, debts and assets using documents...

RetirementGuy
Aug 20, 20201 min read


Top 10 Places for Millennials to Buy a House
COVID-19 is likely altering what locations are more desirable for all of us In most areas around the country, spring is usually the most...

RetirementGuy
Jul 23, 20202 min read


Financial Planning is All About Your Future Self
How do you encourage yourself to do something that you swear today you’re going to do? Easy: Send yourself an email today for delivery to...

RetirementGuy
Jun 18, 20203 min read


An Investor's Manifesto: 20 Guiding principles for Investment Success
Kiplinger.com [From Bob's Library] Knight Kiplinger is the editor-in-chief and a columnist for Kiplinger’s Personal Finance, one of the...

RetirementGuy
Jun 11, 20201 min read


Get SMART: Tips for Effective Goal Setting
Regardless of which phase of the business life–cycle you're in, you can get SMART about setting goals to motivate yourself, move forward...

RetirementGuy
May 29, 20202 min read


Risk: A Story of Two Brothers
One of the most overused words in the investment management space is "risk tolerance". It is almost purported that those who clearly know...

RetirementGuy
May 7, 20204 min read


SPA: A Better Way To Budget
I am a huge fan of a budgeting methodology I call SPA. It stands for separate payment accounts. The idea behind SPA is to make budgeting...

RetirementGuy
Apr 27, 20203 min read


Maintaining a Healthy Credit Report
Your credit report is an accumulation of information about your bills and loans, your repayment history, your available credit, and your...

RetirementGuy
Apr 22, 20203 min read
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