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Product Reviews

Indexed Universal Life Insurance (IUL) Policies: Are They Good? Thoughts And Considerations.

March 3, 2021 by Tim MBA, ALMI, ASRI Leave a Comment

people discussing indexed universal life insurance policies

Indexed Universal Life Insurance policies are popular. Oftentimes, they are presented as risk-less investments. However, there are many details and moving parts to keep in mind. Those looking to purchase one without careful review and understanding … [Read more...] about Indexed Universal Life Insurance (IUL) Policies: Are They Good? Thoughts And Considerations.

Use Coinbase, add Cryptocurrency to your Well-Diversified Portfolio

November 2, 2020 by Tim MBA, ALMI, ASRI 4 Comments

cryptocurrencies

Use Coinbase to purchase cryptocurrency as part of a well-diversified portfolio. Coinbase offers a broad selection of cryptos, a secure and convenient app for iOS and Android, various educational resources, and FAQ material to help users get … [Read more...] about Use Coinbase, add Cryptocurrency to your Well-Diversified Portfolio

The GetUpside app is Excellent for Saving Money | My Honest Review

August 31, 2020 by Tim MBA, ALMI, ASRI 6 Comments

Pumping gas and earning cash back using the GetUpside app

I've used the GetUpside app and found it is no-nonsense and works well. It is not a scam, it is legitimate. Start saving money today! In my testing, I have found it works well for daily use. I have personally tested this with gas stations in my … [Read more...] about The GetUpside app is Excellent for Saving Money | My Honest Review

Using MINT.com for your Monthly Budgeting Process | My Honest Review

August 17, 2020 by Tim MBA, ALMI, ASRI 9 Comments

computer screen showing budgeting app

Mint is free, it is relatively fast, and it is easy to use. Even with a few modest issues, I recommend using it for your budgeting process. My wife and I have been using Mint for about 5 years now, and this post shares a few thoughts on our … [Read more...] about Using MINT.com for your Monthly Budgeting Process | My Honest Review

Answer these Questions before Investing in a Financial Product

August 10, 2020 by Tim MBA, ALMI, ASRI 3 Comments

A scale weighing options

In today's market, there are many unique investment opportunities. Review and consider these points before investing in a financial product! UNDERSTAND YOUR COSTS, BEFORE INVESTING IN A FINANCIAL PRODUCT Fees and Costs associated with the … [Read more...] about Answer these Questions before Investing in a Financial Product

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Getting Started Series

money growing in investments

Be Intentional with your Investments

This blog will address some introductory points of investing and offer some thoughts on how to be intentional with your investments. Much of this … [Read more...] about Be Intentional with your Investments

couple sitting on park bench enjoying retirement

Saving for Retirement

In this post, our blog covers essential information on Saving for Retirement. Start today, and carefully consider the tools at your disposal. You’ll … [Read more...] about Saving for Retirement

save money for emergencies

Establishing an Emergency Fund

Establishing an Emergency Fund is an essential part of being ready for what life throws at you. This post covers some of the fundamentals and it … [Read more...] about Establishing an Emergency Fund

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BOOK REVIEWS

my copy of the beginners guide to the stock market and cup of coffee

The Beginner’s Guide to the Stock Market is a fantastic introductory resource for anyone looking to add stocks to their family’s finances. Find … [Read More...] about Matthew Kratter’s “A Beginner’s Guide to the Stock Market” is a practical place to start! | My Honest Review

my copy of psychology of investing, cup of coffee

Use Nofsinger’s “The Psychology of Investing” to uncover your financial biases, avoid these common mistakes in investing, and adopt a sound financial … [Read More...] about ‘The Psychology of Investing’ is an excellent resource | My Honest Review

my copy of passive income aggressive retirement, cup of coffee

In her book, Passive Income Aggressive Retirement (PIAR), Rachel takes a fresh and down-to-earth approach to developing passive income. She calls it … [Read More...] about Passive Income Aggressive Retirement: The Secret to Freedom, Flexibility, and Financial Independence | My Honest Review

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