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Category: Estate Planning

$100 Left Over?

by Randy Chalmers on November 4, 2022.

We’ve discussed how people think they don’t have enough money to invest, so instead, they spend what they could have saved. But, what about those who are not yet investing, the ones who are on Dave’s Baby Step 2: pay off debt utilizing the debt snowball method? I know a lot of people reading this...

Which Path is Correct?

by Randy Chalmers on October 14, 2022.

I’ve been asked many times “if Dave Ramsey says to fund a Roth IRA, why would I ever choose a traditional IRA”? Well, much like any advice, there is no absolute in reference to what will work best for everyone in every situation.    Let’s examine the main characteristics of both types of IRAs. As...

Don’t be Caught Without a Will

by Michelle McEachin on August 26, 2022.

About 60% of American adults do not have a will. And that is a big deal for the loved ones that they leave behind when they die. Did you know that if you die without a will that you have chosen to leave important decisions regarding your debts, assets, and minor children to the local...