Covenant U - Investment Resources

Financial Planning

Are You Saving too MUCH?

Are You Saving too MUCH?

We’re all taught to save from the time we’re little toddlers. But, what is too much. Karl Eggerss welcomes Oliver Norman, CFP®, CHFC®, CLU®, CDFA®  to the podcast to discuss this topic and how to balance saving and spending.

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Til Death Do Us Part

Til Death Do Us Part

While we don’t want to think about it, it’s inevitable. Our mortality. The responsible thing to do is start planning today. On this podcast, the discussion revolves around practical steps you can take today to make sure your family is provided for regarding household finances.

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The Rule Of 55

The Rule Of 55

There are many struggling with their finances, especially in this “K” recovery. Here’s one way you can get money out of your 401(k) even if you’re not 59 1/2. Karl Eggerss explains the rule off 55 on CBS.

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