by Daniel Stous | May 26, 2021 | Insight, Retirement, Tax Legislation, Tips
Sometimes it feels like there are way too many options to consider when saving for retirement. Sometimes you can choose between a 401(k), IRA, deferred compensation account, a nonretirement account, or others. We get lots of questions about these different options....
by Daniel Stous | Sep 22, 2020 | College Saving, Insight, Investments, The Market, Tips
Schools are back in session. All around the country, college students are finally back on campus enjoying a fall football game, attending classes with friends, and spending the afternoons studying at the student union. Okay, only some of that is true. Schools ARE back...
by Daniel Stous | Aug 26, 2020 | College Saving, Insight, Money Management, Tips
When my wife and I found out we were expecting our first child, we took a few weeks to just enjoy the news. Coincidentally, we had a vacation to Hawaii planned, so we got to enjoy what turned out to be a week-long babymoon. I remember conversations about what our new...
by Daniel Stous | Aug 4, 2020 | Insight, Insurance, Life Insurance, Money Management, Retirement, The Market, Tips
In the last blog article, I wrote about how some financial planning rules of thumb are helpful in certain situations, but can create unforeseen problems and don’t apply to other situations. Specifically, some rules of thumb related to savings rates can encourage...
by Daniel Stous | Jul 29, 2020 | Budget, Insurance, Loans, Tips
When you start Googling financial planning topics, you’ll undoubtedly come across rules of thumb. How much house can you afford? How much can you take out of your IRA each month without running out of money in retirement? What should you spend on an engagement ring?...
