We’ve had prospective clients ask us, “Why can’t you just tell us what to invest in and we manage the portfolio?” It’s a fair question, and the answer comes down to this: we’ve found that delegated management enables us to do our best work and it consistently delivers better outcomes. Here’s why:
One question people often ask about 7 Saturdays Financial is: “Why did you decide to build a flat-fee firm?” When I founded the company…
Here are five key strategies that can help you avoid the landmines and secure the happy, fulfilling next chapter that you deserve.
These questions are designed to help you see “behind the curtain” of our firm and others you might consider hiring.
If managing your money better is one of your New Year’s goals, but you were shocked to learn that the Mint announced they are shutting down, don’t worry. Many Mint alternatives exist to help you create your budget and reach your savings goals. Is Mint Shutting Down in 2024? Mint is one of the longest-running […]
Parents have a lot of jobs, each as important as the next. But learning how to teach kids about money is one of the most important jobs. You don’t have to be a financial expert to help your kids learn the importance of handling money responsibly. Teaching kids the basic concepts about spending, saving, and […]
Early retirement is a great goal, but many overlook one important question: How much does health insurance cost for early retirees? Without employer coverage, you are responsible for your insurance, whether a short-term health insurance plan or something longer-term if you retire well before age 65. How Much Does Health Insurance Cost for Early Retirees? […]
If you retire early, you need a solid personal finance plan to have enough funds for everyday living and to complete your retirement goals. Typically, accessing retirement funds early results in penalties and taxes, but with a few steps, you can learn how to access retirement funds early. How to Access Retirement Funds Early Accessing […]
The best ways to build wealth for high-earning engineers aren’t any different than building wealth for employees of any other industry. The key is consistency, choosing the right investments, and constantly looking for ways to earn passive income. Importance of Wealth-Building for Engineers With High Income Highly paid engineers often have more money than they […]
Whether you’re a new hire or you’ve been with Lockheed Martin for decades, you may have questions about your 401(k). This benefit is a critical element in your retirement planning and it’s essential to understand the nuances of the plan.