Should I use Fidelity or TIAA CREF for the University of Michigan’s Retirement Plan? The University of Michigan is one of the top educational facilities in the world. It only follows, that a top educational institution offers great benefits to the people who help make...
Do you have the right life insurance? I’m proud to announce and share I was recently interviewed for an article in Forbes about if your life insurance is right for you. Some of the aspects discussed were if the coverage is right for your family, if your life...
What financial planning should I do in 2021? Happy New Year! 2021 is upon us and was highly anticipated following a 2020 that included unprecedented stock market volatility, a pandemic, and social unrest at a level we haven’t seen in decades, to name a few things. We...
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...
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...
