Financial Planning
How to Think About Life Insurance
Here's how to think about the role life insurance plays in your life to make sure you buy the right amount and kind of life insurance.
Taylor Stewart
Taylor Stewart, CFP® is a financial planner and founder of Ataroke Wealth and Kerdora, a planning software for advisors. He's an author and hosts the Making the Most of Your Money podcast. He lives in McKinney, TX with his wife and two daughters.
Life
My unfair advantage
These things have given me an unfair advantage in life.
Financial Planning
My Core Investment Beliefs
These investment beliefs drive my investment decision making and advice.
Financial Planning
My definition of afford
Having enough money on hand doesn't always mean you can afford it.
Financial Planning
Personal finance is simple but hard
Personal finance is pretty simple. If you save 20% of your income, have proper liquidity, carry basic insurance (home, auto, liability, life, disability), and invest your long-term money in a low-cost diversified index fund (and don’t sell), you’ll probably be just fine.
Financial Planning
The 5 Changes in a Financial Plan
People want to know what they need to do next. But what does that actually mean? What do they actually care about? How do you identify those items? And most importantly, how do you communicate it with them?
books,now,hash-timeline,hash-gallery