All posts by : Upplanning Edge

If your assumptions about mortgages turned out to be false, when would you prefer to find out? It's probable that you'll spend more money on your place of residence than anything else in your lifetime. As a result, the potential for unknowingly an ...

If you've ever worked with a financial advisor before, you may have noticed that the focus of the conversation was often on how much money you have, where it's invested, and how they can find better products to earn a higher rate of return. However, ...

For a lot of individuals, the phrase "401k" is equivalent to retirement planning and may even be the only form of preparation they have done. These plans are frequently offered by employers as part of a benefits package and if you have one, the major ...

When discussing retirement plans, we utilize a communication tool called the Personal Economic Model®. Similar to how a medical doctor uses an anatomical model to explain medical concepts, we use this model to explain financial concepts. The Persona ...

Advice is abundant, especially when there is money to be made. However, it is crucial to understand that advice meant for a specific target market may not be suitable for an individual, regardless of their classification within that market. Each pers ...

At the train station, four individuals queued to buy tickets for the same train, heading towards the same destination, and of the same class. As they boarded the train and settled down in their seats, they struck up a conversation and compared the pr ...

There was a man who had been blind all his life, but he was granted the miraculous gift of sight. Despite not having the ability to see, he had managed to achieve everything he needed using his other senses. He relied heavily on his other senses to n ...

Introduction Estate planning is a crucial part of financial planning, and life insurance is an essential component of it. In this article, we'll discuss why life insurance is important for estate planning, the types of life insurance available for i ...

Navigating any profession comes with its fair share of obstacles, and a career in medicine is no exception. Along with the obvious hurdles of extensive education and training, doctors must also factor in the ever-present costs of malpractice insuranc ...

When it comes to life insurance, there is a notable gender gap. Women, on average, have lower coverage levels and pay higher premiums than men. This gender gap in life insurance is often attributed to women having a longer life expectancy and facing ...