What year end financial moves can I make in a pandemic? Staying on top of your finances is important. It’s not something that you need to monitor daily (unless you do so for budgetary reasons), but there are certain times each year that are important to check in. One...
What is stepped up basis? I’ve seen a lot of buzz lately about stepped up basis. I thought I’d help clarify what it is, what it could mean for you, and some proposed changes that could come into play in the future. All of the examples I lay out assume the...
What do I need to do during open enrollment? It’s fall. In Michigan, that means getting ready for snow and the impending cold weather. It also is my favorite time of year. While I miss sitting outside as much as in the spring and summer, I really love the...
Buying Life Insurance – Financial Freedom Podcast I was recently interviewed by Joel Parker for the Financial Freedom Podcast to discuss life insurance. Joel is a financial podcaster with a great story about how he’s taken control of his own finances....
Take this opportunity to become the proud owner of a 20 ounce Yeti Rambler Mug! In order to enter, watch the video for instructions or do the following! “Like” Telos Financial on facebook. You can do so here: https://www.facebook.com/telosfinancial Post a...
I was recently interviewed for an article in Forbes and this is the link to that! So, feel free to check out the article if you are interested in learning more about term life conversions. I talked with Cameron Huddleston about converting term life insurance and she...
Thanks for checking out the blog today! This is my reply to a reader question to Robert Powell in his Retirement Daily segment for thestreet.com. Here are the question and answer below. My wife and I took out a 401k loan to assist us with the cost of renovating our...
What will the presidential election mean for the markets? For those who follow politics, it can be an emotional and frustrating experience. It’s become even more so lately as the news cycle is continual, ubiquitous, and social media spreads news (and lies) more...
Is it okay to Treat Yo Self? I love to spoil myself. I think most of us do. While we all have different tastes, likes, and preferences, there are probably things you like that you like to splurge on too. Will that ruin your financial plan? Will it destroy your...
Why now is the right time to start a Roth IRA I’ve said it before and I’ll say it again. Roth IRAs are my favorite account type. Why? Well, lots of reasons, but here are a few. Most can add to them (though you might have to utilize some loop holes to get...
