financial advisor

retirement

Managing Your Investment Risks After Retirement

You have a different mindset towards your investments in retirement than you did during your working years. Back then, you built your investment portfolio based on whether you felt comfortable with conservative, moderate, or aggressive risk. Now that you are no longer actively contributing, you probably feel more concerned with achieving consistent performance rather than …

Managing Your Investment Risks After Retirement Read More »

signing papers

Ask These Four Questions Before Hiring a Financial Advisor

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 …

Ask These Four Questions Before Hiring a Financial Advisor Read More »

Save vs. Invest: Which One is the Right Option for You?

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 »

money in a jar

Manage Your Money Well by Avoiding These Risks

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 …

Manage Your Money Well by Avoiding These Risks Read More »

Aura-Wealth-Healthcare-Retire

How will I afford Health Care when I Retire?

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 …

How will I afford Health Care when I Retire? Read More »

Millennial Investors Prioritize Investments that Make a Social Impact

Millennial Investors Prioritize Investments that Make a Social Impact

Millennials, the generation of people born roughly between 1980 and 2000, often get a bad rap in the workplace by older workers who see them as entitled and lacking a work ethic. The truth is that people from approximately 19 to 39 years old work as hard as anyone else does. It’s just that they …

Millennial Investors Prioritize Investments that Make a Social Impact Read More »

Raise Business Capital by Selling Company Stock

Raise Business Capital by Selling Company Stock

There’s no question that launching a company requires a significant investment of cash, something that is in short supply for most new business owners. While you might prefer sole ownership of your new business, that might not be realistic from a financial standpoint. Selling company stock can be a viable alternative in this situation. However, …

Raise Business Capital by Selling Company Stock Read More »

Transfer Family Wealth Seamlessly with These Tips

Transfer Family Wealth Seamlessly with These Tips

A conversation about money between parents and adult children or grandchildren can feel uncomfortable for everyone involved. However, it’s essential for family members to get past the initial reluctance and sit down to discuss wealth transfers from one generation to the next. This is the best way to ensure that the money one generation has …

Transfer Family Wealth Seamlessly with These Tips Read More »