Articles

RIA Member

Leveraged Investing

Those of you who have been to my Intro to Saving and Investing workshop are familiar with the concept of Financial Capital and Human Capital. (Haven’t been to that workshop yet? Why the heck not??? Check out upcoming dates here.) To recap, Human Capital is your ability and desire to earn money, while your Financial Read More

RIA Member

The four cornerstones

A sound financial security plan should protect you against uncontrollable events such as disabilities or death, while helping you plan for controllable events such as buying a new home and retiring comfortably. To do this, Freedom 55 Financial’s planning process is based on four cornerstones of financial security planning: Financial security at death Retirement Liquidity Read More