How Does Insurance Play A Role In A Solid Financial Plan?
Insurance. You can insure almost anything nowadays from cars to card collections to your life. Within each category, there are tons of policies, companies, and factors to consider, which can make it extremely difficult to know what to buy and what not to buy.
Budgeting: The Foundation of Your Financial Plan
Budgets can be daunting, but they’re actually a valuable tool that gives you permission and freedom to spend. Here is a comprehensive guide to budgeting.
5 Steps for A Strong Financial Foundation for 2022
What makes a strong financial foundation? Start the new year off right with a foundation for financial planning. Read these 5 steps here!
Financial And Investment Planning in 2021
The year 2020 was a whirlwind, and I’m not sure we should expect much different in 2021. If last year taught us anything, we need to make sure we are financially prepared for economic turbulence.
Excited to Announce Independent Solutions Featured in Wealth Management Magazine
This week, Independent Solutions Wealth Management’s Investment Committee members, Dan Neiman, and Paul Meeks share with Wealth Management Magazine their outlook for the remainder of the year 2020 in the featured article titled “Transitioning Portfolios to Business 2.0”.
Are You Prepared For The Secure Act?
January 1st, 2020 was the start of a new law that was written on December 20th, 2019. This new law would be known as the SECURE Act. Secure is acronym for Setting Every Community Up for Retirement Enhancement. The SECURE Act is geared toward making retirement easier for Americans. But what does this mean for […]