February 14, 2025
Love is an ACTION! 9 Steps To Protecting Your Loved Ones and Your Legacy

Executive Summary Estate planning is not just for the wealthy; it’s a vital process for anyone who wants to protect their loved ones, preserve their legacy, and ensure their wishes are followed. From drafting a will to naming guardians, managing assets, and planning for long-term care, estate planning empowers you to take control of your […]

February 7, 2025
A Dream A Dollar and A PLAN! The Power Of Financial Literacy

Executive Summary Financial literacy is more than balancing a budget—it’s about understanding how money works and using it as a tool to achieve your goals! By learning key financial skills like saving, managing debt, and planning for retirement, you gain clarity, control, and the confidence to take ownership of your future. Want to watch an […]

January 24, 2025
Retirement in the DRIVER’S SEAT Use Dynamic Spending to KEEP CONTROL

Executive Summary You can enjoy your retirement while protecting your savings: it doesn’t have to be a tradeoff! Dynamic spending lets you adjust your withdrawals to live with intention, balancing life’s priorities without compromising financial stability. Want to watch an in-depth exploration of this topic? Check out this video on my YouTube channel, @savvysteward: Retirement […]

January 3, 2025
Is The Cost of Active Management WORTH The Price Tag?

Executive Summary When it comes to investing, the debate between index funds and actively managed funds often boils down to one question: is active management worth the higher fees? While index funds excel at keeping costs low and tracking market performance, active management can add value in niche or volatile markets. Understanding the strengths and […]