"Achieving less stressful, more successful retirements means you must find multiple ways to save money. Starting and contributing to an HSA is one way to accomplish this task." –Jerry Yu By Jerry Yu If you enroll in specific high-deductible health plans (HDHP) at work, your employer may offer you the chance to participate [...]
"Buy term and invest the difference" is a piece of financial advice most people would be wise to ignore."- Teresa Kuhn. Authored By Teresa Kuhn, JD, RFC, CSA - TeresaKuhn.com Years after being discredited by most many financial advisors and educators, "buy term and invest the difference," or BTID, is still going strong [...]
Since I work with both middle class and high net worth individuals and business owners, I have observed the actions and traits that set these two groups apart. These are things that anyone, regardless of their education, background, or current financial status, can employ to improve the odds of financial success.
Until a few years ago, my grandmother regularly traveled across the globe to visit her four children, ten grandchildren, and eight great-grandchildren. Thanks to savvy financial planning, she has enjoyed decades of pursuing her interests with no worries about how she'll pay for the fantastic lifestyle she enjoys. Grandma Yu never has a sleepless night wondering if she will run out of money before she passes.
