Welcome to UNBROKE – Financial Literacy From a Financial Planner

Ignoring your homeowners insurance policy could cost you a fortune, says a financial planner

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Post originally appeared on Business Insider 9/18/20, and can be found HERE. Ever wonder what would happen if your house burned down and it was…

Wilde and The Most Difficult Thing… Learning from Legends

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“To do nothing at all is the most difficult thing in the world, the most difficult and the most intellectual.” – Oscar Wilde Today was…

Get UNBROKE - Winning the Powerball

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…