The TWS DIY Financial Plan Part 2 – Budgeting and Debt

If you enjoy budgeting (or use a budgeting app), then you can skip most of this section.  We’ll touch a little on the decision to accelerate payments on toxic debt (to pay it off faster) toward the end of the post, so be sure to check out that information. The...

The Targeted Wealth Solutions DIY Financial Plan

Welcome to the first installment of the do-it-yourself financial plan! We’re excited that you’re joining us, and we hope you’ll find this course practical and relevant… and perhaps a little entertaining. To get things started, check out the...

Tenderfoot Hill and the DIY Financial Plan

The family and I try to go to Salida, Colorado as frequently as logistically possible with small children.  If you’ve never been, it’s a pretty awesome place… rivers, mountains, pastures, patios with good beverages… all the good things,...

Thrift Savings Plan – Should I Stay or Should I Go?

As you may know, we work for many military and veteran families. As veterans ourselves, we take a lot of pride in offering fiduciary advice and planning for our veteran community. Retirement is usually at the forefront of financial planning, and the Thrift Savings...

Save 2x your salary by 35? (part two)

Well, it wasn’t long until some of the other names in financial literacy and personal finance jumped in on the “save twice your salary by 35” debate.  An author on Morningstar recently proved how you could feasibly accomplish such an endeavor —...

The danger of chasing a retirement “number”

If you’ve read any of our posts (or talked to us), you probably realize that we like numbers.  Personally, I blame childhood time spent with the PBS show Square One… and especially episodes with the Mathnet segment.  Flying fighters seemed to to feed the...