Articles
Enjoy the moment
You never appreciate what your parents have done for you until you become a parent yourself. I am not sure what I was thinking, but I thought parenting would be easier than it has been. For me, it exposes all the areas in my life that may be lacking and may need some time for…
Read More401K Fortitude
Let’s face it, the 401K or 403B equivalent for non-profits and government employees has become the most common way to save for retirement. The two largest assets for most Americans are their home and their 401K. So, what can you do to manage your 401K the best way possible? Well, each 401K retirement plan is different…
Read MoreStepping into Retirement
The old adage is you have to crawl before you can walk and walk before you can run, so why do we not take our own advice? Retirement or what we like to call time freedom shouldn’t be an impossible chasm that we cross in one day as we quit our job. Remember Indiana Jones…
Read MoreThe five wishes
As you plan for your future, we feel like it is important to think about things as if the worst case scenario were to happen. As you probably already could guess, we feel it is important to have your wills, trusts, and health initiatives written out with a lawyer. But one thing that we have…
Read MoreBitcoin, to bit or not to bit?
As we turn the calendar to a new year, let’s take a look at what’s new in the financial world – Bitcoin. Bitcoin has been around for a bit and it continues to garner attention and headlines and probably will continue to do so in the future. This is a look at what Bitcoin is,…
Read MoreEternal Retirement
We want to illustrate for you, with some stories, a couple of the reasons that we are in the business we are in. But first, you must understand that we at Uncommon Wealth Partners are Jesus followers.We believe that there is an eternity and we aren’t afraid to tell people about the faith that we…
Read MoreYou are your best asset
One of the questions that we ask all of our clients in our first meeting with them is, “What is your best asset?” We have heard a lot of answers, one of my favorite answers being, “My wife’s engagement ring.” Although that was a good answer, the answer we want to point you to is…
Read MoreAbundance Mindset
I often fall into a trap that everything has to be perfect before I will change anything. For example, I will start eating healthy when I finish all the junk food in my house, or I will start taking my wife on weekly dates when we pay down all of our debt. I get frustrated…
Read MoreRetirement vs. Time Freedom
We get the privilege to help people achieve their financial goals, and most of the time the primary goal is to retire at some point. It is fascinating to me that we, as a culture, are programmed to trade our time for money. The average person’s plan is to work for someone else their whole…
Read MoreThe importance of a customized plan
We are all individuals and we all have our own wants and needs. One of the most important questions financial advisors should be asking is, “What is your definition of success?” Whatever answer comes out of a person’s mouth after that should be one of the most valuable things that person can say during the…
Read MoreThe four-legged chair of college funding
Back in the day, the sources for retirement income were sometimes referred to as the three-legged stool. You had Social Security, a company pension, and your own savings or investments. Applying the same analogy to college funding, I would sadly say the current reality is debt, scholarships/grants, and savings or investments. Student loan debt has…
Read MoreThe investment case for life insurance
Life insurance is constantly compared to an investment and more specifically the stock market, yet most conventional financial wisdom says that as we age you should move more of your portfolio to bonds. The comparison from life insurance to stocks is that life insurance will underperform, but shouldn’t we be comparing life insurance to the…
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