Blog

Benefits of a Great Financial Advisor

This post was written by John Wenzel, co-founder of Archvest Wealth Advisors. John and I became friends through the XY Planning...

What You Can Expect to Pay a Financial Advisor

This article is a guest post written by Scott Frank, founder of Stone Steps Financial.  Scott and I became friends...

Why You Need to Carefully Choose a Financial Advisor

Today’s post is brought to you by Timothy LaPean, owner of Thoughtful Financial Planning. Timothy and I became friends through the...

How to Know if You Need an Emergency Fund

This article is a guest post written by Erik Klumpp, Founder and President of Chessie Advisors. Erik and I became friends...

When Is It OK to Buy Life Insurance on Another Person?

This article was written by Will Kaplan, principal at Halcyon Financial Planning. Will and I became friends through the XY Planning Network...

Financial Planning Uncovered

This post was written by Anjali Jariwala, founder of Financial Investment Tax Advisors. Anjali and I became friends after meeting at...

Investing 101: 8 Pitfalls That Trip Up Most People [and how to avoid them]

This article is a guest post written by Chris Girbes-Pierce, founder of Enlightened Wealth Management. Chris and I became friends after...

12 Invaluable Things to Know About Starting a College 529 Plan

This article is a guest post written by Charles Donalies, founder of Donalies Financial Planning. Charles and I became friends after...

Financial Goals Every 30-Something Should Strive For

This article was written by PJ Wallin of Atlas Financial. PJ and I became friends after meeting at an industry conference...