Thoughts from the Founder

I listen to A LOT of podcasts. Recently, I happened across Tim Ferriss' interview with Howard Marks...boy was I lucky!

A recent bankrate.com survey of 1,000 Americans asked what was their preferred investment for money they would not need for more than 10 years. The answer - real estate. The results were interesting as this is the EXACTLY incorrect answer to the question based on 117-years of market data.

One of the more important items on a Military Retiree's To-Do list is his/her VA Disability Claim. This process can have a profound financial impact on military retired pay, thus it deserves the keenest attention to detail.

A military retiree must confront a bevy of issues during transitions. Among the seemingly endless programs and opportunities presented is the Veteran's Group Life Insurance program. While somewhat similar, this program differs substantially from the more familiar Servicemembers Group Life Insurance program.

The recent changes in the Income Tax Code have impacted many financial planning strategies. One of the happier outcomes has been the treatment given 529 Plans. Simply put, these plans are a premier way to fund educations expenses.

Most people start to tackle Income Taxes after the New Year. For some tax-related transactions, this is adequate. For others, it is too late. So there are indeed some items you can shore up now, especially before Holiday Season kicks into high gear.