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B. Jenkins
Nov 1, 20233 min read
What is the Cash Value of Life Insurance?
We’ve written much in recent history about the different types of life insurance one can obtain. In this article, we thought we might...
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B. Jenkins
Oct 28, 20232 min read
A Brief Overview of Indexed Universal Life Insurance
Indexed Universal Life (IUL) insurance is a type of permanent life insurance policy that offers a death benefit, as well as a cash value...
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B. Jenkins
Oct 3, 20234 min read
What Kind of Services Can a Financial Advisor Provide to Low Income Communities?
How Can A Financial Advisor Support Low Income Communities? Financial advisors can be immensely helpful for people with low incomes in...
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B. Jenkins
Oct 3, 20232 min read
How Can a Financial Advisor Support a Farm and Farm Owner?
Financial advisors play a crucial role in helping farmers and farm owners manage their finances effectively. Farming communities are...
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B. Jenkins
Oct 3, 20232 min read
What are Underbanked Communities and What Does Underbanked Mean?
What does "Underbanked" mean? The term "underbanked" refers to individuals and communities that have limited access to traditional...
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B. Jenkins
Oct 2, 20234 min read
What is Pension Management and What Does a Pension Manager Do?
What is Pension Management? Pension Management is a crucial aspect of financial planning, especially for individuals and organizations...
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B. Jenkins
Sep 29, 20232 min read
What is the Difference Between a Financial Advisor and a Financial Planner?
Financial Advisor and Financial Planner are two terms that are often used interchangeably. However, they differ in some key ways. In...
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B. Jenkins
Sep 21, 20232 min read
9 Ways a Financial Advisor Can Help a Company Create an Employee Benefits Package
Creating an employee benefits package is an important method for a business to attract skilled, loyal employees. However, doing so can...
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B. Jenkins
Sep 21, 20232 min read
401k vs IRA: What's the Difference?
We’ve previously discussed both 401k plans and IRA plans (both traditional and Roth). In this article, we’d like to briefly compare the...
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B. Jenkins
Sep 18, 20232 min read
What is a Mutual Fund in Simple Terms?
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...
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B. Jenkins
Sep 17, 20232 min read
Defining Investment Risk Appetite
Risk Appetite is a term used to describe an individual's or an organization's willingness and ability to tolerate and manage financial...
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B. Jenkins
Sep 17, 20232 min read
What is Risk Tolerance in Investment Planning?
We’ve recently been looking into the aspects of investment planning and how it relates to both risk management and financial planning in...
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B. Jenkins
Sep 17, 20232 min read
10 Reasons Why You Should Have A Financial Advisor For Your Business
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...
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B. Jenkins
Sep 16, 20233 min read
How Do I Create A Basic Investment Plan for Beginners?
We’ve spoken a great deal about investment planning in general. In this article, I thought we might examine some of the process of...
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B. Jenkins
Sep 16, 20232 min read
What is the Difference Between Financial Planning and Investment Planning?
Financial planning and investment planning are closely related concepts, but differ in key ways. Since we’ve been discussing so much of...
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B. Jenkins
Sep 11, 20232 min read
How Do Financial Freedom, Financial Independence, and FIRE Intersect?
We’ve been examining the concepts of financial freedom , financial independence , and the Financial Independence, Retire Early (FIRE) ...
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B. Jenkins
Sep 10, 20232 min read
How Does Commission-Based Financial Advising Work?
We previously discussed how financial advisors get paid. We touched on fee-only financial advising as well. In this article, we’ll...
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B. Jenkins
Sep 10, 20232 min read
What Does Financial Freedom Mean? A Deeper Dive
We recently covered financial independence. In this article, we examine financial freedom, a similar & often related concept. Financial...
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B. Jenkins
Sep 10, 20232 min read
What is Financial Independence?
We hear a lot of talk about financial independence; financial freedom; and Financial Independence, Retire Early (FIRE). So much so, that...
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B. Jenkins
Sep 10, 20232 min read
What is the 50/30/20 Rule for Budgeting?
There are many different budgeting strategies to pick from on your financial journey. In this article, we’ll examine one of the more...
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