Financial Planning: Why you should work with a CFP certified advisor
It's a big myth that financial planning is something only the wealthy need to do. It doesn't matter whether you earn $50,000 a year or $500,000 a year. No matter what your income and assets look like, you need to make the most of your money and resources. And that's...
Small Business: How small business are being squeezed for affordable loans
More than three-quarters of small business owners say they are concerned about their ability to access capital as banking stress prompts smaller institutions to tighten credit, according to our 10,000 Small Businesses Voices initiative, which conducts regular surveys...
Retirement: Are you getting the advice you need?
The years leading up to retirement are among the most consequential in any person’s financial life — and nearly one-third of people choose to go it alone. A new GOBankingRates of more than 1,000 American adults found that 31% of 55- to 64-year-olds are not seeking...
Life Insurance – Do I have enough?
Not a lot of people like to talk about life insurance, but one of the most important questions you should be asking yourself when you do talk about it is: Do I have enough? The general purpose of life insurance when you are talking about family planning is to provide...
Teacher Retirement: How should teacher couples invest?
Teaching America’s youth and trying to hold onto your sanity at the same time can be a struggle. Especially if both spouses have chosen the most thank-less career path, being an educator. A lot of educators don't have the time to spend to research all the options...
Five financial items you should consider before December 31st
We’ve only got a few weeks left in 2015, and I’m sure you are looking for something else to stress about during the holiday season, besides those family members shacking up with you for a few weeks (yes you cousin Eddie).
So let’s look at a few financial to-do’s you might want to review with your financial advisor before the end of 2015.
This presentation is not an offer or a solicitation to buy or sell securities. The information contained in this presentation has been compiled from third-party sources and is believed to be reliable; however, its accuracy is not guaranteed and should not be relied upon in any way whatsoever. This presentation may not be construed as investment, tax or legal advice and does not give investment recommendations. Any opinion included in this report constitutes our judgment as of the date of this report and is subject to change without notice. Additional information, including management fees and expenses, is provided on our Form ADV Part 2 available upon request or at the SEC’s Investment Adviser Public Disclosure website, https://adviserinfo.sec.gov/firm/summary/164109. Past performance is not a guarantee of future results. Diversification and asset allocation do not ensure a profit or guarantee against loss. Registration with the SEC does not imply a certain level of skill or training.
