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Month: November 2019

The Code, Conflicts, and Client Interests

The Code, Conflicts, and Client Interests

Did you know that as of October 1st, 2019 all CFP’s are required to act as a fiduciary? Ever wondered if your CFP was putting your needs (or the company’s) first? Now, they have to tell you. Even Northwestern Mutual.

The Real Secret To Financial Success

The Real Secret To Financial Success

It’s like that recurring dream where you can’t move. The harder we run, we just can’t seem to catch up to anyone else. Often times, people in real life can feel this way when it comes to finances, because they don’t know the real secret to financial success. This post should help.

Why FIRE Shouldn’t Be Your Focus

Why FIRE Shouldn’t Be Your Focus

I’m going to say something wildly unpopular… I’m not a fan of FIRE. At least not half of it. Come find out which half, and why.

What To Do With a Bad 401K

What To Do With a Bad 401K

Need help dealing with a bad 401K? What should I invest in if index options aren’t a choice, or my index options have high expense ratios? First, recognize it is a bad 401K. Then, read this post to figure out what to do with it.

6 Signs You May Have The Wrong Disability Insurance Policy

6 Signs You May Have The Wrong Disability Insurance Policy

If you have disability insurance from Northwestern Mutual (or are considering it), this post is a must read.
I’m often asked how doctors can know whether the disability insurance policy they have been offered (or already have) is any good. This comprehensive post goes a long way towards figuring that out. Break out your policy, and find out if you need to make a change!

Why Timing The Market is a Fool’s Errand

Why Timing The Market is a Fool’s Errand

Timing the market is easy. You simply buy when the market is low, and sell when the market is high. Right? Come find out why this line of thinking is a bit of fool’s gold.