This week I am talking about this versus that. I'll be comparing two topics thats have to do with finance and planning. Today, I start with something I have talked about before which is mutual funds versus ETFs.

Can you believe we are at the halfway point of 2020? This week I am talking about mid-year financial checkup items. This is a great time to review your finances, make adjustments, get organized, and put things in high gear for the second half of 2020. In the final episode of mid-year checkups, I am covering your goals and your credit score!

Can you believe we are at the halfway point of 2020? This week I am talking about mid-year financial checkup items. This is a great time to review your finances, make adjustments, get organized, and put things in high gear for the second half of 2020. Today, I am talking about evaluating your debt.

Can you believe we are at the halfway point of 2020? This week I am talking about mid-year financial checkup items. This is a great time to review your finances, make adjustments, get organized, and put things in high gear for the second half of 2020. Today, I am covering your investment and HSA contributions!

Can you believe we are at the halfway point of 2020? This week I am talking about mid-year financial checkup items. This is a great time to review your finances, make adjustments, get organized, and put things in high gear for the second half of 2020. Today, I am covering two checkup items -- Review your tax plan and refill your savings!

Can you believe we are at the halfway point of 2020? This week I am talking about mid-year financial checkup items. This is a great time to review your finances, make adjustments, get organized, and put things in high gear for the second half of 2020. The first checkup item today is to evaluate your cash flow.

Recently, mortgage rates have dropped to all time lows. This can be an opportune time to consider refinancing your mortgage. This week I talk about my thoughts on refinancing, when you should refinance and when you shouldn't. Today's topic is when you should not refinance.

Recently, mortgage rates have dropped to all time lows. This can be an opportune time to consider refinancing your mortgage. This week I talk about my thoughts on refinancing, when you should refinance and when you shouldn't. Today's topic is when you should consider refinancing.

Recently, mortgage rates have dropped to all time lows. This can be an opportune time to consider refinancing your mortgage. This week I talk about my thoughts on refinancing, when you should refinance and when you shouldn't. Today, I tell my thoughts on why a 30 year mortgage can offer more flexibility over a 15 year mortgage.

Last week I attended a retirement presentation about tax free retirement income. This week I am breaking down the information presented in the retirement webinar, the truths about the products being pushed, and what they don't tell you!