Mortgage rates continue to be temptingly low. In fact, the topic of historic low rates is published from major publications every day these days. Now certainly seems like a good time as any to refinance your current mortgage, but before you make an appointment with your lender (that’s if you can get them to return your call these days), take ...

Author’s note: After 8+ years in the investment industry and having everything I said or wrote vetted by compliance, I relish my freedom to share more of my opinions with readers than I could with my clients. I try to share as much information as I think helpful, much of it based on my own personal experiences. That also means ...

Retirement is the time to enjoy yourself and live your dream. You worked hard for many years and you earned it. For me, it was better to retire early than keep working in a career that wasn’t the right fit anymore. I retired from my engineering career 8 years ago to become a stay at home dad/blogger when I was 38. ...

2020 is a presidential election year in the United States. Our airwaves and the internet are full of political ads now. It’s annoying but expected. Voting is a very important civic duty. Our choices will determine our leaders for 2-4 years who will set the tone and political agenda. Coincidently, I just voted in our local election last week. Oregon ...

A quick disclaimer, before we begin: I spent more than eight years in the financial services industry as both a licensed financial advisor (FINRA Series 7, 24, 27, and 66) as well as a licensed investment advisor representative. I also sat on the FINRA Small Firm Advisory Board. I left the industry in part because I do not believe that ...

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