Consumer Blog

Why Virtual Advisors are The New Normal

Why Virtual Advisors are The New Normal

6 MIN READ

The wealth management...

September 21, 2021/by XYPN Financial Experts
Good Financial Reads: Retirement Account Rollovers

Good Financial Reads: Retirement Account Rollovers

Cheat Sheet and Guide: 10 Steps to a...

September 17, 2021/by XYPN Financial Experts
The 3-Step Process to Saving 40 Percent of Income

The 3-Step Process to Saving 40 Percent of Income

14.5 MIN READ

Prefer to listen...

September 14, 2021/by XYPN Financial Experts
Good Financial Reads: Strategies for Saving

Good Financial Reads: Strategies for Saving

You Have to PLAN to Fail to Make...

September 10, 2021/by XYPN Financial Experts
Leaving the 9-5: The Nuts & Bolts

Leaving the 9-5: The Nuts & Bolts

4.5 MIN READ

A while back, I wrote...

September 07, 2021/by XYPN Financial Experts
Good Financial Reads: Advice for Employees

Good Financial Reads: Advice for Employees

What Happens to My 401(k) When My...

September 03, 2021/by XYPN Financial Experts
Taking the Shame Out of Dining Out (a Lot)

Taking the Shame Out of Dining Out (a Lot)

3 MIN READ

Does the thought of...

August 31, 2021/by XYPN Financial Experts
Good Financial Reads: Retirement Tax Considerations

Good Financial Reads: Retirement Tax Considerations

5 Tax-Savvy Retirement Withdrawal...

August 27, 2021/by XYPN Financial Experts
Saving and Paying for College: What Are Your Best Options?

Saving and Paying for College: What Are Your Best Options?

7 MIN READ

Long gone are the days...

August 24, 2021/by XYPN Financial Experts
Good Financial Reads: All About Charitable Giving

Good Financial Reads: All About Charitable Giving

Consider Using a Donor Advised Fund

...

August 20, 2021/by XYPN Financial Experts
Do You Need a Financial Planner? 5 Points for and Against Hiring One

Do You Need a Financial Planner? 5 Points for and Against Hiring One

7 MIN READ

Hiring a financial...

August 17, 2021/by XYPN Financial Experts
Good Financial Reads: Current Events and Trends

Good Financial Reads: Current Events and Trends

More Retirement Changes Coming With...

August 13, 2021/by XYPN Financial Experts
Summer Vacation [Financial] Planning

Summer Vacation [Financial] Planning

8.0 MIN READ

Is a mid-to-late...
August 10, 2021/by XYPN Financial Experts
Good Financial Reads: All About Inflation

Good Financial Reads: All About Inflation

Is Inflation Transitory or Not?

by ...

August 06, 2021/by XYPN Financial Experts
Does Your Financial Plan Lack This Critical Piece?

Does Your Financial Plan Lack This Critical Piece?

5 MIN READ

It’s pretty easy to give...

August 03, 2021/by XYPN Financial Experts
Good Financial Reads: Advice for Retirement

Good Financial Reads: Advice for Retirement

Retirement Readiness Checklist

by ...

July 30, 2021/by XYPN Financial Experts
10 Reasons Why You Should Use a Financial Advisor

10 Reasons Why You Should Use a Financial Advisor

3 MIN READ

TL;DR: Everyone should...

July 27, 2021/by XYPN Financial Experts
Good Financial Reads: Common Financial Terms and Definitions

Good Financial Reads: Common Financial Terms and Definitions

What "Fee-Only" Means

by Jim Bradley...

July 23, 2021/by XYPN Financial Experts
How You Can Define — and Reach — Financial Independence

How You Can Define — and Reach — Financial Independence

5.5 MIN READ

What does financial...

July 20, 2021/by XYPN Financial Experts
Good Financial Reads: Investing for Beginners

Good Financial Reads: Investing for Beginners

5 Stock Market Basics You Ought to...

July 16, 2021/by XYPN Financial Experts
The Ultimate Roth 401(k) Guide

The Ultimate Roth 401(k) Guide

10 MIN READ

Roth 401(k) is...

July 13, 2021/by XYPN Financial Experts

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