4 Ways to Evaluate Financial Aid Letters

4 Ways to Evaluate Financial Aid Letters

by | Aug 30, 2021 | 1-Financial Independence Planning, Blog Posts, College Planning, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan

Retirement Planning 4 Ways to Evaluate Financial Aid Letters Financial-aid award letters are often jargon-filled and confusing. You need to know how to evaluate what you are really getting. Better knowledge just might lead to a better aid package. Financial aid award...
A 60/40 Portfolio Can Be Hazardous to Your Financial Health

A 60/40 Portfolio Can Be Hazardous to Your Financial Health

by | Aug 20, 2021 | 1-Financial Independence Planning, Blog Posts, College Planning, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan

Retirement Planning A 60/40 Portfolio Can Be Hazardous to Your Financial Health For the last several decades, conventional wisdom in the financial services industry has been that a prudent way to invest money, one that will provide sufficient yield and a hedge against...
8 Ideas That Help You Manage a Financial Windfall

8 Ideas That Help You Manage a Financial Windfall

by | Jul 23, 2021 | 1-Financial Independence Planning, 3-Estate Planning, Blog Posts, Financial Edification, Newsletter, The 4 Essential Elements, The 4x4 Financial Independence Plan

Estate Planning 8 Ideas That Help You Manage a Financial Windfall Have you ever dreamed of winning the lottery or inheriting a large sum of money?  Most people have, at a minimum, thought about it.  The interesting thing is that, even if you were to “hit the jackpot”,...