We’ve written much in recent history about the different types of life insurance one can obtain. In this article, we thought we might...

Indexed Universal Life (IUL) insurance is a type of permanent life insurance policy that offers a death benefit, as well as a cash value...

How Can A Financial Advisor Support Low Income Communities? Financial advisors can be immensely helpful for people with low incomes in...

Financial advisors play a crucial role in helping farmers and farm owners manage their finances effectively. Farming communities are...

What does "Underbanked" mean? The term "underbanked" refers to individuals and communities that have limited access to traditional...

What is Pension Management? Pension Management is a crucial aspect of financial planning, especially for individuals and organizations...

Financial Advisor and Financial Planner are two terms that are often used interchangeably. However, they differ in some key ways. In...

Creating an employee benefits package is an important method for a business to attract skilled, loyal employees. However, doing so can...

We’ve previously discussed both 401k plans and IRA plans (both traditional and Roth). In this article, we’d like to briefly compare the...

What is an Endowment Fund for a Church? A church endowment fund is a dedicated pool of assets, typically comprised of donations, gifts,...

In this post, we thought we’d look at a specific type of investment, the mutual fund. In simple terms, a mutual fund is a type of...

Risk Appetite is a term used to describe an individual's or an organization's willingness and ability to tolerate and manage financial...

We’ve recently been looking into the aspects of investment planning and how it relates to both risk management and financial planning in...

In this article, we thought we’d examine some specific use cases of a financial advisor if you happen to be an entrepreneur. As a...

We’ve spoken a great deal about investment planning in general. In this article, I thought we might examine some of the process of...

Financial planning and investment planning are closely related concepts, but differ in key ways. Since we’ve been discussing so much of...

We’ve been examining the concepts of financial freedom , financial independence , and the Financial Independence, Retire Early (FIRE) ...

We previously discussed how financial advisors get paid. We touched on fee-only financial advising as well. In this article, we’ll...

We recently covered financial independence. In this article, we examine financial freedom, a similar & often related concept. Financial...

We hear a lot of talk about financial independence; financial freedom; and Financial Independence, Retire Early (FIRE). So much so, that...