The record
Tax Strategy
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Investing Principles Explained
Jake Claver outlines seven core investing principles, from building a financial plan to diversifying your portfolio and managing fees and taxes.
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Borrowing Against Your PPLI Policy Explained
Explains how policyholders can borrow against a PPLI policy after contributing to it, similar to the infinite banking concept used for cash value.
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You’re Doing Well Financially. Now What?
Once the basics are covered, the next steps include higher retirement contributions, investing beyond retirement accounts, insuring what you have built, and planning your…
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How Should I Invest My Inheritance?
How to approach investing an inheritance: hold the cash safely, learn the tax rules for what you received, set priorities, and match the money…
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Should I Hire a Financial Planner?
A financial planner can help people at many asset levels. This article covers when hiring one makes sense, what to look for, and when…
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XRP IRAs in 2025 How to Choose the Right One
A guide to XRP IRAs, covering how they fit into retirement planning and what to consider when choosing the right provider for one.
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A Penny Saved Is a Penny Earned, or Is It Invested
Revisits the old adage about saving money and asks whether a penny sitting in savings actually earns as much as one that gets invested.
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Deep Dive Money Mistakes Smart People Make Explained
Your biggest financial enemy might be your own brain.
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8 Money Mistakes to Avoid in Your 20s Explained
Brunches are frequent, hangovers are less debilitating, and all the big, serious life stuff seems so far away.
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Crypto Space Gets a Huge Legitimacy Boost from Banks
Today the OCC confirmed that banks can handle crypto custody, stablecoins, and run nodes without needing any special approval first.