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...
What investment moves should I make in a recession? Thank you for checking out Telos Financial’s Plan for your Purpose financial planning blog. The purpose of the blog is to introduce financial planning topics I believe are important. I want to start...
What should I do with my stimulus money? If you qualified to receive one, you’ve certainly received your COVID-19 stimulus money by now. It consists of two of my favorite things: Free and Money. Stop. I know, I know. It’s not free. We paid for it with our...
Gratitude in the Toughest of Times I’m living it, you’re living it, we’re all living in the new normal. A few months ago, this world with a pandemic from a novel disease that we are struggling to defeat or live with would have been unimaginable, yet here we...
What does the toilet paper shortage teach us about stock markets? Thanks for coming back for the latest edition of Planning for your Purpose, Telos Financial’s blog, where I discuss different topics related to financial planning. CERTIFIED FINANCIAL PLANNER™...
