AboveBoard Blog

Flowers vs. Turds: An Honest Rating System for Life Insurance Sales Lines

This is What an Ethical and Smart Insurance Brokerage Looks Like

A Quick & Clear Overview of AboveBoard Financial

You’re never too rich or too smart to get ripped off by the financial services industry (a case study)

Truth vs. BS: The Inside Scoop on Popular Life Insurance Sales Lines

Parents: How to Protect Your Kids from Investment Professionals Raiding Your Kids’ College Savings

Financial Predators: When They Come for Your Parents

Upgrading from “Not Bad” to Excellent Life Insurance Coverage

We Saved This Mom & Primary Breadwinner 50% On Life Insurance By Not. Giving. Up.

We Saved This Dad 40% By Putting His Youthful Indiscretions in Context and Advocating For Him

Be careful about using NY 529 plan money for K-12 education if you're a NY taxpayer...

529 Plans: now you can cover up to $10,000 K-12 tuition expenses / year

You can transfer 529 plan money to a LOT of family members

Dangerous Misconception Alert: "Not saving for college maximizes the financial aid package"

Deciding What to Invest In? Be Careful About Morningstar Ratings.

You’re never too rich or too smart to get ripped off by the financial services industry (a case study)

What’s Wrong with Active Management and Why You Might Be Losing Money and Not Even Know It

How to Talk to Your Parents About Long-Term Care...Constructively

How to Name a Minor Child as Beneficiary on Your Life Insurance If You Don’t Have a Will or Trust

Choosing Your Beneficiaries for Life Insurance

Financial Predators: When They Come for Your Parents

How to Talk to Your Parents About Long-Term Care...Constructively

When does it make sense to "skip the retirement plan" and save for retirement in a brokerage account?

What You Must Know Before You Refi Student Loans

Is your retirement plan crappy?

Your employer matches retirement plan contributions. But what happens if you leave the company? Vesting matters.