Blog

How To Avoid Revenge Spending!

Revenge spending can spell disaster for your relationship, and your finances. Following a simple monthly budget can help you control expenses, get out of debt, and build wealth.

Read more

Is An Equity Indexed Annuity Right For Me?

New breeds of fixed annuities have become very popular with investors, especially in these volatile markets.

Read more

Fundamentals of Personal Financial Planning

I came across this website recently from the University of California Irvine with a free online course in personal financial planning.  It has eight self-study modules that cover the various aspects of this topic which are:  goal setting, taxation, insurance, investing, retirement planning, college planning, & estate planning.  I thought the information was...
Read more

Retirement Financial Planning

Many people look forward to retirement because they can finally do whatever they want to. Setting goals that will help you pursue your passions during retirement will make it much more fulfilling

Read more