by grapheneadvisors | Apr 6, 2016 | Financing
One of the keys to financial success is being organized. When we’re on top of our finances, we become better stewards of our wealth and we find that reaching our goals becomes just a little easier. With tax season coming to an end and warm weather on the way,...
by grapheneadvisors | Nov 7, 2015 | Financing, House Keeping
The holiday season is fast approaching with all of its pleasures and aggravations. But in the whirl of activity, we strongly recommend that you set aside some time to do a bit of financial housekeeping. By checking off the items on the list below, you may help put...
by grapheneadvisors | Sep 3, 2015 | Financing, Wealth
We all know how expensive a college education has become. To pay for college, families often rely on the combination of student loans and tax-deferred 529 college savings plans. Needless to say, this approach is far from perfect. No one likes being saddled with...
by grapheneadvisors | Jun 16, 2015 | Financing, Planning
Getting rich quick is the ultimate fantasy for us Americans. We dream about that big business deal, that once-in-a-lifetime investment, or even that winning lottery ticket. Yet it’s exceedingly rare that our dreams come true in one fell swoop. More often, we...
by grapheneadvisors | Sep 26, 2014 | Financing, Insurance
Readers of my blog know that permanent life insurance can serve as the cornerstone of your plan to achieve financial independence. Using a whole-life or indexed universal life policy, you can quickly build a cash value that will enable you to grow your wealth while...
by grapheneadvisors | Jul 17, 2014 | Financing
The term “savings account” evokes a sense of security: When you deposit money in a bank savings account, you know it’s insured and you won’t lose it. Other kinds of “savings accounts,” on the other hand, aren’t so safe. Think...
