Welcome to UNBROKE – Financial Literacy From a Financial Planner

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    Lump Sum or Annuity? Give me it all…

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    Whether to take the lump sum or the annuity… Oh boy, if only we were forced into this tough decision, what would you take?!? As…

    Kid Covers His Face

    Bad financial advice from the New York Times

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     I’ve heard some bad financial advice over the years, but the recent advice provided by the New York Times is something worse than that… Recently…

    Volatility and Investment Products

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    Things have become increasingly volatile in the markets and in headlines, despite the fact that in the not so distant past we were at all-time…

    Estate Planning – Financial Literacy Tip

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    Many make the mistake of believing that estate planning is only for the wealthy. In fact, everyone needs at least a basic estate plan. This…

    Social Security – Financial Literacy Tip

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    When you choose to collect Social Security could have a huge impact on your retirement plan. While most collect as soon as they can, 62,…

    Retirement Essentials – Financial Literacy Tip

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    Retirement essentials are those things that we cannot ignore if we plan on enjoying our golden years. Of course you won’t learn everything you need…

    Term, return of premium, and whole life are life insurance options

    Make Life Insurance Choice Easier With Financial Planning

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    The only thing more difficult than committing to a life insurance policy is deciding what kind to buy. Is it better to buy term insurance…

    Investing 101 – Financial Literacy Tip

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    Investing 101 – A title like this makes investing sound easy and something that can be learned quickly. I can assure you that it isn’t…

    The Financial Plan – Financial Literacy Tip

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    I like to think of the perfect financial plan as a great endeavor built with hard work and strong craftsmanship. With that in mind we…

    Do’s and Don’ts of Student Loans – UNBROKE Financial Literacy Tip

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    I have written extensively about student loans, in this video I talk about some of the more basic do’s and don’ts. The student loan market…