What are I Bonds? Series I savings bonds, also called I Bonds, are bonds issued by the United States government that are tied to inflation. The “I” in I Bonds stands for inflation. I Bonds … [Read more...]
Top 4 budget killers and how to avoid them
Budgeting is not hard, financial discipline is hard. Many people think that budgeting is hard to do. The actual process of a budget is simple. You look at how much is coming in and what is … [Read more...]
A Complete Guide to Securities-Based Line of Credit and a Home Equity Line of Credit
In this guide, we will cover some of the major differences between a Securities-Based Line of Credit and a Home Equity Line of Credit. We have included a lot of examples and resources to help along … [Read more...]
The 5-Minute Guide to Retirement Plans for Busy Entrepreneurs
This is the beginning of a series of 5-minute guides for busy entrepreneurs that help give a high-level view of important financial planning concepts for their family's finances. Successful … [Read more...]
Debunking 6 Common Financial Advisor Myths
There seem to be myths in every profession. One great example, not related to financial planning, is entrepreneurs. Entrepreneurs are surrounded by myths. A few are once you start a business … [Read more...]
12 Benefits of Securities-based Line of Credit in Real Estate
In this blog, we will explore 12 benefits of an SBLOC specifically in real estate transactions. A securities-based line of credit (SBLOC) allows an entrepreneur or investor to open up a line of … [Read more...]