Topics
Topic:
Financial Planning
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My Own “Jiminy Cricket”
Whether you are working with a doctor, lawyer, or financial professional, you need to be aware of who is watching over you. It’s not enough to simply assume that they are on your side. When someone gives us recommendations, we want them to be like the Jiminy Cricket character in Pinocchio—a trustworthy person who is looking…
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Could a reverse mortgage be right for you?
Changes have occurred to the FHA Insured Home Equity Conversion Mortgage, or HECM, which has changed the face of the reverse mortgage we once knew that opens the mortgage up to many more possible uses. In fact, the HECM program has been my focus of research for the past few years at Texas Tech, where…
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Are you financially well?
Discover the CFPB’s definition of financial well-being and the four key elements to achieving it: control over finances, readiness for financial shocks, progress toward goals, and freedom to enjoy life. Learn practical tips to improve your financial health today!
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Asset allocation, the key to long-term investing
Discover the power of asset allocation for a well-diversified portfolio. Learn how to balance stocks, bonds, and other asset classes, manage risk, and stay disciplined during market swings to achieve long-term financial success.
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Know expenses in active, passive management of mutual funds
Explore the pros and cons of active vs. passive investing. Learn how index funds revolutionized investing, why fees matter, and how to evaluate whether your investment choices align with your long-term financial goals.
