Good day to you! Lately I’ve had a lot of people reaching out to me requesting assistance in helping them determine what to do with spare money they have sitting on the sidelines. Most of these people are maxing an IRA, have a well stocked emergency fund and have the fortunate problem of figuring out … Continue reading Make Your Money Work For You!: Ideas for money wasting away under your mattress
What up tho?! Today I want to address a topic that I have received a lot of questions about and is near and dear to my heart...life insurance! I get it...there's few topics in financial planning less sexy than life insurance but I would argue it's one of the most important. Now, I wish you all … Continue reading Life Insurance Planning: Is Your Family Financially Prepared For Your Untimely Death?
This month's pick is Broadcom Limited (AVGO). This tech powerhouse is one of the top players in the semiconductor market and is poised to reign for decades to come alongside the likes of Intel, Nvidia and Texas Instruments. I was hesitant to recommend AVGO since it is one of the top holding in the SOXX … Continue reading Aim High Finance’s Stock Pick O’ The Month
We are just shy of a month since the launch of the DoD's new Blended Retirement System (BRS). Now, it's time for Active Component Service members with fewer than 12 years since their Pay Entry Base Date, and Reserve Component Service members who have accrued fewer than 4,320 retirement points as of December 31, 2017 … Continue reading The Blended Retirement System and Your Opt-In Decision: Should You Stay or Should You Go?
Happy Saturday! Another week has mercifully ended and now that you've gotten (hopefully) and good night of rest, I want to take this opportunity to discuss a critically important topic...your road to financial freedom! I wish I could jump in a time machine and go back to 2011 and tell you to buy as many … Continue reading Your Road to Financial Freedom: Easy steps you can execute this weekend!
Recently I wrote a blog post about Robo Advisors and Auto-Saving Apps. One option in the auto-saving space that I personally recommend is Acorns. This service allows you to link any bank account, credit card or PayPal account you like and it rounds up all transactions to the next dollar and deposits that amount into … Continue reading Supercharge Your Savings to Start 2018 and Help Raise $1000 for Charity
Truth be told, with few exceptions, we could all do better at consistently saving money. Luckily, there are quite a few robo-advisors and auto-saving serivces out there that can assist you with this task in a very simple and passive manner. The great part is that most are available at very low cost with tiny … Continue reading Saving for the Future and the Future of Saving: What Robo-Advisor Services and Apps can do for you!
If you’re like me, you completed your mandated Blended Retirement System (affectionately known as BRS from here on out) CBT and found yourself saying, “Holy smokes, that CBT was educational AND surprisingly enjoyable!” Just kidding. Many of us likely took the approach of, yep, uh huh, I’m sticking with the traditional system…don’t care…can I possibly … Continue reading The Blended Retirement System – The Good, The Bad, The Ugly and Why You Should Care
With the holidays right around the corner, it makes sense to take a look at our budgets for some inefficiencies where we can save some money every month. You're not going to be able to avoid all of the normal expenses that come with the holiday season, but if you can trim $50-100 month from … Continue reading Budget Hacks That Could Save You Some Serious Coin!