Financial Freedom Tips
Angel Investing in a Local Business – Is it Worth it?
Interested in angel investing in a local small business? Then you need a strategy. In this article, Curt Stowers discusses what to know before angel investing in a local business. Read here.
Read MoreAre Municipal Bonds a Good Investment?
Moody’s just assigned a Aaa rating to Naperville’s GO Bonds. In this article, financial planner Curt Stowers discusses whether investing in municipal bonds is worth it.
Read MoreQuantifying the Value of Financial Planning Advice
It’s possible to quantify the value your financial planner provides by examining the economic & real-world impact they deliver. Read here for our guide on quantifying your advisor’s value.
Read MorePresidential Election – How To Prepare Your Portfolio
The Fearless Advisor shares how to prepare your portfolio for potentially turbulent times. The good news: With a plan, nothing to fear!
Read MoreYour Abundance vs. Scarcity Mindset
The abundance mindset turns scarcity on its head! It’s being at peace with who you are, seeing value in others’ accomplishments, and giving generously. Read on to learn how you can change your own mindset.
Read MoreAll About Long-Term Care Insurance
Today I compare traditional vs. hybrid long-term care insurance policies. Learn about the probability and costs, as well as what each policy type covers.
Read MoreWhat is PMI (Private Mortgage Insurance)?
Today we help you understand your mortgage by demystifying PMI. Learn what it does (and doesn’t do), how it’s paid and how you can stop paying PMI—or prevent it altogether!
Read MoreInvestment Policy Statement – What it is and why you need one
An Investment Policy Statement (IPS) defines the purpose of your investments, helps you evaluate your risk logically, and reduces your stress—especially when the market is down. In this 4-minute video, I explain what an IPS is and why you need one.
Read MoreWhat is a 529 College Savings Plan?
Today we cover 529 college savings plans—what you need to know! Learn about benefits, tax incentives, who can be a beneficiary, and how 529 plans differ from prepaid tuition plans.
Read MoreDisability Insurance – What You Need to Know
Today I discuss disability insurance—do you need it? I cover the different types available (short-term and long-term), as well as steps to evaluate your risk logically.
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