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Category: <span>Financial Planning Education</span>

Be Careful of Student Loan Debt Forgiveness Scams

  If you, a loved one, or a friend want help paying down student loan debt, there are legitimate ways to do it quickly. There is a recent bankruptcy case (Rosenberg) that made national news when it comes to discharging Student Loan Debt (SLD). This case has already emboldened scammers touting that they can help students eliminate their debt through bankruptcy […]
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The Millionaire Next Door

  As a general rule, I’m not a huge fan of most financial books. I find most to be sales books for the author or have content that I don’t agree with. However, there are some good books out there that I’ll point out sometimes in my posts as suggested reading. As I was thinking […]
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Why Financial Plans from 30 Years Ago Failed—Don’t Make the Same Mistake

  Financial planning is not a new phenomenon. It’s been around for 50+ years. While financial planning has been around a long time, the question is whether most financial plans accomplished the goals they set out to achieve. Typical Financial Planning Financial plans will vary depending on age (years until retirement), income level, desired lifestyle […]
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What is your personal risk score?

The “Coolest” Calculator to Determine Actual Fees in Mutual Funds

  I’m a big fan of using calculators to help clients determine the “real-world” math supporting the use of various wealth-building tools. One of my favorite software tools is the OnPointe Investment Risk Analyzer program. The software helps consumers determine their own individual investment risk tolerance and then can be used to score investments and […]
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