by Amy White | Jan 24, 2019 | Retirement Planning
Will You Have Enough Money In Your 401K To Retire? Is It Time To Dump Yours? After a lot of research, I’ve decided that in many cases 401k plans aren’t worth it. As a result, I just made some radical changes to my retirement plan. I’m cashing out...
by Amy White | Jan 17, 2019 | Retirement Planning
Why Do You Need IUL Insurance? I was always told that the only life insurance I needed was term life insurance. I got my term policy and thought I was good to go. Last year after seeing the abysmal returns of my retirement funds, I went looking for other retirement...
by Amy White | Jan 9, 2019 | Retirement Planning
Which is better for retirement: Index Universal Life vs 401K Retirement planning can be overwhelming to most people. All of the different options for plans and investments can lead to what I call paralysis by analysis. Which essentially means you get paralyzed by all...
by Amy White | Jun 18, 2018 | Retirement Planning
How To Use Personal Capital’s Retirement Planner: I’m tired of wondering if I’m going to have enough money when I retire. I know there are no guarantees with retirement investments, but I want to know that I’m on the right track. After my...
by Amy White | Jun 12, 2018 | Retirement Planning
Retirement Planning Tip: How to Start Your 401K Account I am a bit of a nerd, I love spreadsheets, personal finance, budgeting and 401k account planning. Nothing makes me happier than preparing an amazing spreadsheet that tells me how much money I should be making...
by Amy White | Aug 3, 2017 | Financial Planning, Retirement Planning
Why You Need A Last Will Or Living Trust Now: This is kind of morbid, but Aaron and I recently meet with our attorney to draw up our wills and living trust. After almost seven years of marriage, we decided to get on the ball and have a professional will and trust...
