Many millennials find themselves confused by all the different investment and retirement accounts that exist. I mean how could they not when there are so many and each have different rules, different contribution limits, different income limits, etc. so I thought it would be helpful to create a longer post on the main type of accounts you will see, the…
Favorite Articles/Podcasts/Videos Ben Carlson: Bulls on Parade -“Maybe this is one of the reasons losses sting twice as bad as gains feel good — downturns occur more often. Bull markets can last longer than you think. Bull markets make up for a lack of quantity with magnitude and length. While the downturns have lasted an average of 207 days peak-to-trough, the…
“Most great fortunes are built slowly. They are based on the principle of compound interest.” – Brian Tracy I could go on and on all day with quotes about compound interest but hopefully, you understand how powerful compound interest truly is, and if you believe in it, your goal should be to allow your money to stay invested for as…
I was planning to take this week off from the blog as I am headed out on Tuesday to California for vacation. Then Monday rolled around, and I changed my mind. I decided to write a quick blog post about something that has been on my mind for a while now. As a financial planner, so much of my job…
Apple Podcast Spotify Podcast Google Podcast – Coming Soon We are back with another episode of The Long Game Podcast and this time I am joined by Nate Spangle. Nate is a 2018 graduate of Depauw University where he landed the Orr Fellowship and got placed at Apex benefits right out of college. Nate is the Co-Founder of Bat Hats,…
Favorite Articles/Podcasts/Videos Morgan Housel: Money Rules -“What money can and can’t do for you isn’t intuitive, so most people are surprised at how they feel when they suddenly have more or less than before.” Michael Batnick – You’re Richer Than You Think – “Here’s a little thought exercise. If a person makes $200,000 a year, do they have more in…
Last week I wrote about the new child tax credits, the changes that are coming, whether you should take them monthly or not, and more. You can check it out here if you missed it. I wanted to follow up on that blog post with some ideas of how you can best use these additional dollars you will be receiving (if you…
Starting July 15, parents will begin receiving monthly payments from the government just for having kids. The child tax credit is increasing from $2,000 per child under 17 to $3,000 for kids aged 6-17 and $3,600 for any kids under 6. These monthly payments are only going to be paid monthly for the last 6 months of the calendar year,…
You are in your late 20’s to 30’s and have been saving for years to put a down payment on a house and the time has finally arrived. You now own the house you have dreamed of. Let me start by saying congratulations. Owning a house is a dream for many. It’s a place to build a life, grow a…
Apple Podcast Spotify Podcast Google Podcast We are back with another episode of The Long Game Podcast and this time I am joined by Derick Grant. Derick Grant is a Former Professional Athlete, Public Speaker, Transformational Mindset Coach & Author. His passion, and purpose is to help people in life. Derick was fortunate to travel to 70 countries playing 8…