Financial Planning

Weekend Review April 11, 2021

Favorite Articles/Podcasts/Videos Ben Carlson – How Many Months’ Worth of Spending Do You Need in Your Emergency Fund? – “This is why rules of thumb in finance are basically impossible to apply to a wide swath of the population. Circumstances matter. How you approach the idea of a financial emergency in the first place matters. Your other financial backstops matter.…

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Financial Planning, Millennials

Do I Need Life Insurance?

Life insurance is one of those topics that most millennials are not thinking about right now, and honestly, most do not need to think about it until their 30’s. If you are young, single, and have no debt, then life insurance is probably not something you need regardless of what the life insurance salesman tells you. But, if you are…

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Financial Planning, Millennials

Moving The Needle

When it comes to finances, much of what we focus on is the fun stuff: picking stocks, exercising options, investment performance, etc. — and truthfully it’s all because of the media. Whether you turn on CNBC or go on Google, almost everything we hear about financially is investment-related. But, in personal finance, investments are just one piece of the puzzle. …

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