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Lifetime Wealth Planning: Now with Financial Goals!

The reaction from members to our innovative Lifetime Wealth Planning tools has been amazing! They…

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The Ripsaw TeamJune 14, 2023

David-Kon-Everyday-Innovator-Intro-With-Tamara-Ghandour-1-300x300-1

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Always Looking for a Better Solution with Everyday Innovator David Kon

What if you were always looking for a better solution, a better way to do…

Mavericks MarketingApril 7, 2022

Ripsaw 1.7 Released

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Ripsaw® v1.7 released!

Our mission is to provide an independent, low-cost, self-directed, wealth portfolio decision-making software platform for…

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The Ripsaw TeamDecember 17, 2021

book_gifts

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9 Personal Finance Books for Gifting this Holiday Season

How to Adult: Personal Finance for the Real World by Jake Cousineau Great resource for…

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The Ripsaw TeamNovember 22, 2021

Avoid target date funds

Investing DIY Wealth Tips Wealth Management Strategies

Avoid Target-Date Funds

What is a Target-Date Fund? According to investopedia.com target-date funds are mutual funds or exchange-traded…

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The Ripsaw TeamSeptember 15, 2021

Annuity Decision

DIY DIY Wealth Tips Wealth Management Strategies

The Annuity Decision: Buy vs Build?

Most retirees are in the de-cumulation phase of their life cycle. From their personal…

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The Ripsaw TeamJuly 2, 2021

Retirement alphabet soup

Wealth Investing DIY Wealth Tips Wealth Management

Rollover a company tax-deferred plan at every opportunity

A key to wealth management is often making sure you are using the best…

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The Ripsaw TeamJune 15, 2021

Fees in block letters

Ripsaw Investing DIY Wealth Tips

Reduce the cost of implementing your financial plan

This content is for informational purposes only, you should not construe any such information or…

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The Ripsaw TeamMay 25, 2021

Tax in block letter

Investing DIY Wealth Tips

Tax Minimization Strategies

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The Ripsaw TeamMay 20, 2021