Do I Need an Investment Advisor? Most of us are busy with work, kids, church, walking the dog, possibly caring for an elderly parent, and a variety of other responsibilities…
Do you wonder how you can control risk in your bond portfolio? Many are worried about interest rates going up and bonds losing value. The good news about bonds –…
Want to learn how to create income during retirement? Your strategy used will be determined during the accumulation phase or the preservation stage. Today I will discuss what to focus…
Don’t fall prey to herd mentality With the government shutdown and other worldwide uncertainties, by “not following the herd,” the investor has opportunity. When we have wars, natural disasters, government…
Managing the Effects of Millennial College Graduates on Boomers’ Retirement Planning It’s a great thing that society values education, but millennial college graduates can affect your financial goals. Unfortunately, little…
Managing the Effects of Millennial College Graduates on Boomers’ Retirement Planning It’s a great thing that society values education, but millennial college graduates can affect your financial goals. Unfortunately, little…
Thrift Savings Plans and The Investment Fund Allocation Choices As with all things, understanding the Big Picture can help tremendously in your financial goals. A Thrift savings plan, or commonly…
Old Fashioned Financial Independence Are you looking to become financially independent? True financial independence calls for a combination of hard work, discipline, and a few simple steps which I will…
How To Create Income During Retirement Want to learn how to create income during retirement? Your strategy used will be determined during the accumulation phase or the preservation stage. Today…
Multiple 401k Plans and Options Here are some common questions we get asked when it comes to 401k plans. “These days many people have moved around, from job to job,…
Items to Review During Retirement Analyze your current portfolio. How much risk are you currently taking? What is the amount of volatility you are willing to accept and does your…
Cash Value Life Insurance – Advantages and Disadvantages Cash value life insurance has been a big controversy amongst financial planners over the years. Some say it is a great tool…
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