Enough Insurance

COVID-19 created uncertainty around both health & finances. With the additional levels of risk today, are you adequately protected?

LEARNING FROM ADVERISTY

This year has brought adversity from all sides. Here is a 5-step reflection to understand how we’ve grown stronger from these experiences.

Tax Unknowns

We know tax changes are coming, but how can you find serenity in an uncertain future? Let’s talk about it in this month’s Voyage Spotlight.

IRA Options

Most people know that IRAs are an important factor of your retirement, but what are the different options when it comes to IRAs and how do you choose?

Roth Conversions

You’ve probably heard that this might be a good year for Roth conversions. This month, Daniel talks about when they may (or may not) be a good idea.

Behavioral Biases

We can sometimes be our own worst enemies. Here are some tools to understand and overcome behavioral biases.

MORTGAGE REFINANCING

Rates are low and many are wondering: should I refinance my mortgage? Here are some key questions you should ask yourself before making the decision.

A Video Guide to the FRS

One decision could impact the rest of your life. It’s important to weigh the pros and cons of each decision you make, and Voyage is here to help you along that journey.

ARE YOU PREPARED FOR A POTENTIAL TAX STORM?

Only 2 things that are certain in life: death and taxes. Are you prepared for looming tax changes? Listen in as Daniel explains.

RULE OF 100

What is the Rule of 100 and how can you use it to determine your risk level when it comes to your finances? Find out in this video.

WHAT NAVY SEALS CAN TEACH US ABOUT UNCERTAINTY

Here are 3 valuable lessons from the SEALS playbook you can start using to make better decisions under uncertainty and stress.

Rule of 72

In this video, Daniel explains the Rule of 72 and how you can use it in planning for your financial future.

TAX LAW SURPRISE

Congress recently released a blueprint of what future tax laws could look like. What do you need to know? Will this affect you? This video breaks it down.

LONG-TERM FOCUS

Life is finally moving toward “normal”. We’ve been in short-term mode so much… How do we build the long-term mindset we need to pursue long-term success?

THE INVESTMENT PLAN

Our own Ben Bliss covers a few frequently asked questions about the Investment Plan from the FRS.

3 CRITICAL BUSINESS MISTAKES

Business owners have a lot on their plate. I’ve noticed 3 critical business pitfalls that can be easily avoided.

AFRAID OF PAYING TOO MUCH IN TAXES?

Listen as Daniel explains a few things that you may need to look out for when it comes to tax planning.