Category: Financial Planning

In this post, we talk through strategies around stock losses and tax loss harvesting. While it’s never fun to see your company’s stock trading at a substantial loss, you can use it to your advantage moving forward if you sell...

Wealth preservation takes an entirely separate frame of mind compared to someone accumulating wealth. At this point, managing your family becomes as important as managing your finances. Family topics can be sensitive topics....

Understanding Medicare Medicare is kind of like Chipotle. I like Chipotle. It’s better than Taco Bell. But it’s not perfect–it’s not Goode Co Cantina or Lupe Tortilla. In other words, Medicare really is...

In this series, we’re asking an important question–What are the financial mistakes you can make that would potentially cost you the chance of reaching financial freedom. Our first topic was low returns. It seems...

What to Avoid to Reach Financial Independence (especially low returns) I’m a big fan of James Clear, author of Atomic Habits. James wrote recently on the idea of inversion-or thinking through how you would not achieve your...

How do you make sure that you’re making the right decisions if you’re caught on the wrong side of Oil and Gas layoffs? Work transitions are a great opportunity to assess your financial plan and shore up areas that...

  Retirement and barbeque have lots in common. I’m from Kansas City. I love Kansas City. I think it is easily the most underrated mid-sized city in America. Kansas City is very passionate about barbeque. I...

Your 401k plan is a lot more complex than most people realize. Many plans in the industry have sensitive rules around your employer match. -If your employer only contributes their portion IF you’re making contributions, make...

This is a guest post from Richard Carruth on the importance of having liability insurance to protect your investment. Richard owns Carruth Insurance, an independent insurance agency. Enjoy! You and I have worked hard to provide...