You have taken an important step towards securing your financial future by making the decision to hire a financial advisor. That’s the good news. The challenging part is interviewing several financial advisors until you find the right one. This is especially true when you aren’t sure what to ask this professional. We recommend asking the …
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Teaching your children the value of early investments can help them become savers from a young age. As soon as they’re old enough to understand the concept of money, sit down with your kids to explain how money can grow over time when they invest it. Before you get to that step, however, consider the …
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You want a secure financial future but feel uncertain about the best ways to make that happen. Many people in your position get to the point where they consider the question of saving vs. investment. Which one you should do first or whether you should plan to do both depends on your financial goals for …
Save vs. Invest: Which One is the Right Option for You? Read More »
Everyone manages their money daily, but some do a poor job at it while others save and invest wisely. It’s important to avoid certain actions and learn from your mistakes if you hope to find yourself in the second category. We discuss some important wealth management risks to avoid below. Failing to Diversify Your Portfolio …
Planning for retirement is much easier when you start early. But what if you didn’t? While it’s true that the longer you put off saving, the less time your assets will have to grow, it’s still possible to reach your financial goals. But continuing to believe that you have plenty of time to save for …
If you plan to retire before you’re old enough to sign up for Medicare, it’s important to consider how you will manage your healthcare expenses. With costs continuing to climb annually and the fact that people typically utilize more healthcare services when they’re older, you will need some type of financial protection. Below we discuss …
Millions of Americans make New Year’s resolutions every year. If you’re among them, don’t overlook the importance of taking stock of your investments before 2019 gives way to 2020. Here we discuss several possibilities for year-end investments which you may not have previously considered. Be Sure to Maximize Your Retirement Contributions The Internal Revenue Service …
Consider These Investment Tips Before Year’s End Read More »
June 2019 marked 10 years since the economy began expanding again after the recession of the late 2000s. That makes it the longest economic expansion in history. Unfortunately, some top economists see indications of a new recession cropping up within the next 12 months. Whether this comes to pass or not, it’s a good idea …
How Small Business Owners Can Prepare for a Recession Before It Hits Read More »
As adult children leave home, move across the country in some cases, and start families of their own, it can be challenging to bring everyone together to discuss the sensitive topic of making an estate plan. Since many families travel hundreds of miles to be together for the Holidays, this can be the ideal time …
How to Discuss Estate Planning with Family This Holiday Season Read More »
When you hire someone to change the oil in your car or remodel your house, you can see the impact of their work right away. If it’s not up to your standards, you can demand a refund or hire someone else. With a financial advisor, you might not realize the effects of following poor advice …
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