FYI by FTE

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Is a permanent life insurance policy a good investment for retirement? It’s a question we are often asked on our Tuesday livestream. There is no…
Daniel May, CFP®
5

February 2023

The biggest technology companies in the U.S. are in an arms race to see who can capture the fast-developing sector of artificial intelligence. You may…
Daniel May, CFP®
3
When enrolling at college and choosing your major, it’s not always apparent which careers will offer the highest earning potential, job satisfaction…
Daniel May, CFP®
4

January 2023

The SECURE Act 2.0 was recently signed into law as part of a spending package passed late last year that included aid for Ukraine, military spending…
Daniel May, CFP®
Health Savings Accounts, or HSAs, are extremely powerful savings and investment vehicles for medical expenses and retirement. They are right up there…
Daniel May, CFP®

December 2022

Hi everyone! There wouldn’t normally be an article going out today, but I wanted to send out our gift guide now instead of waiting until right before…
Daniel May, CFP®
Investing when the market is going down doesn’t feel good. In periods when the market is steadily declining, you probably don’t look forward to logging…
Daniel May, CFP®
6

November 2022

If you are above the income limit to contribute to a Roth IRA, you’ve probably at least heard of something called a backdoor Roth IRA contribution…
Daniel May, CFP®
10
Not everyone gets excited about annual IRS inflation adjustments, but there are some reasons to be excited for next year’s adjustments especially, as…
Daniel May, CFP®
6

October 2022

You can still use code FTE to get 25% off.
Daniel May, CFP®
Do you know what your retirement number is? Preorders for our new Know Your Number course are still open until the course launches on October 11th! Find…
Daniel May, CFP®
9

September 2022

Some housekeeping before we dive in: Know Your Number preorders launched Tuesday! Find out how much wealth you need, when you’ll get there, and ways to…
Daniel May, CFP®
1
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