Nearly everyone needs life insurance, but it’s easy to end up with a bad policy. I’m specifically talking about permanent life insurance which provides protection for your entire life as long as you continue paying the premium and the insurer remains solvent....
Choosing a financial advisor can be a confusing process, particularly given the different standards of care that financial professionals provide. Making matters worse is the wide range of job titles and designations people use to convey their expertise....
The word fiduciary is all over the financial community. In fact, some businesses throw the word around so much it almost starts to lose its meaning – which is a shame, because the fiduciary standard should be a big deal to you as an investor. But how are you supposed...
A big thanks to George Grombacher for having me as a guest on his podcast Money Savage. I’ve only done a handful of podcasts, so it was exciting for me to share some of my personal story as well as the many ways BrightPlan is seeking to democratize financial...
There aren’t too many household names in the world of investing – but Warren Buffett is one of them. His annual shareholder letters are famous beyond financial professionals for his clever quips and keen insights that find their way into mainstream media and to the...
