Cheers to three years of Telos Financial!

Cheers! February 1, 2021 marks the third anniversary of the official establishment of Telos Financial. We couldn’t have made it this far without your support. While we can’t get together, it’s a milestone we’re proud of and wanted to make sure to celebrate. I...

Enter to Win a Yeti Mug!!

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...
Converting Term Life Insurance

Converting Term Life Insurance

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...
A 401k Loan Discussion

A 401k Loan Discussion

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...

Is it okay to Treat Yo Self?

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...