Life Insurance Part 3: How much coverage do I need?
There isn't an exact formula to follow to calculate how much life insurance coverage you need. I like to ask clients these questions to...
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Wayne Jordan
Aug 10, 2023
Life Insurance Part 2: What type of insurance?
There are two main types of life insurance: term and whole. Term Life Insurance Coverage Period: Term life insurance provides coverage...
Michael Dayoub
Aug 8, 2023
Investment Property Values, 12 month change
1031 exchanges are great for pushing out some capital gains into your retirement years, but interest rates and property values are pretty...
Wayne Jordan
Aug 3, 2023
Life Insurance Part 1: Do you need it?
Life Insurance: Do you need it?
Molly Jordan
Jul 26, 2023
Wondering which retirement plan is right for your small business?
Small business retirement plan comparison.
Michael Dayoub
Jul 21, 2023
Calculate inflation's long term effect on your spending power
BLS inflation tool calculates spending power
Wayne Jordan
Jul 18, 2023
Why buy bonds when CDs and money markets are paying so much?
I wrote a couple of months back about how much better CD and money market rates are now compared to previous years. (LINK) Currently you...
Wayne Jordan
Jul 12, 2023
Roth IRA for Kids?
Every parent wants to ensure their children's success and happiness. Often we get parents who want to help their children save and build...
Michael Dayoub
Jun 27, 2023
Get flood insurance
Savannah is much more likely than average to have a Hurricane Harvey rain event and is too flat with inadequate drainage to quickly drain...
Wayne Jordan
Jun 21, 2023
The GE Dilemma
Over the past decade a group of technology stocks known as FAANG (Facebook, Apple, Amazon, Netflix, and Google - now Alphabet) have...
Michael Dayoub
Jun 15, 2023
Spend down your IRA so it's not inherited?
Not so fast -- we can do some tax planning to get the IRA taxes paid at the lowest rate possible. https://clark.com/personal-finance-cred...
Wayne Jordan
Jun 15, 2023
How does a rental property get taxed?
A couple of weeks ago I wrote a blog about how a primary residence gets taxed when sold. Continuing down that path, in today's post I...
Wayne Jordan
Jun 7, 2023
Tax-free growth with an HSA
When most of us think of retirement planning we think about our 401(k)s or IRAs. We don’t typically think about a Health Savings Account...
Wayne Jordan
May 25, 2023
Today's Crisis: the debt ceiling
Today’s crisis is the debt ceiling. Will Congress and the President strike a deal to avoid a US government default? They’ve raised the...
Wayne Jordan
May 17, 2023
Stop logging in so much
I’ll admit it. I check my investment accounts too much. I know I'm not alone. There are a lot of people who like to stay well-informed on...
Wayne Jordan
May 11, 2023
Do I owe taxes when I sell my house?
Home prices in the US are up 32% on average over the last 3 years (according to Redfin) so there are a lot of homeowners sitting on big...
Wayne Jordan
May 5, 2023
Rainy Day (Funds) Looking Brighter
Hopefully you’ve got a rainy day/emergency fund set aside for unforeseen expenses. Throughout the past decade with super-low interest...
Michael Dayoub
May 4, 2023
Doctors offices offering credit cards for payment?
None of our clients have asked me about credit card offers from their healthcare providers. They sometimes are offered payment plans and...
Wayne Jordan
Apr 27, 2023
Still hanging on to those Beanie Babies?
Remember Beanie Babies? Of course you do. But do you also remember that some people viewed them as an investment? Yes, you can find...
Wayne Jordan
Apr 18, 2023
529s are becoming more than just a college savings tool
In the past 529s were thought of as only a college savings tool. That is still their primary use, but in recent years these accounts have...
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