Chances are, if you have a large percentage of stock holdings, you’ve seen your investment account balance take a nosedive since the quarterly statement you received in mid-January. While nobody… Read More
Blog
Market Timing – What if We Had a Crystal Ball?
What would happen if we could actually time the market and know ahead of time when the lowest point would be to invest? That’s the question that market analyst Nick… Read More
Annuities: Are They a Good Move?
Is an annuity a good move? It’s very confusing to determine fact from fiction with the plethora of information written about annuities on the internet. Like most everything else in… Read More
Is Your Investment Account Safe from Fraud and Cyber Thieves?
With cyber theft on the rise, cybersecurity has become a huge concern among businesses and individuals alike. It is therefore very important to understand how to protect your investment accounts… Read More
Should I Keep my Money in the 401(k) or Roll it Over to an IRA?
After many years of saving to your company retirement plan, you finally see the light through the end of the tunnel. Retirement is near, and there is no shortage of… Read More
Sick of Renting? Follow these Tips when Buying a Home
The biggest mistake people make when making the jump from renter to homeowner is underestimating the total cost of owning a home. Remember, as the homeowner, you are responsible for… Read More
Disability and Life Insurance for Your Adult Children – How Does That Affect Your Retirement?
You’ve done a good job of saving money over the years by watching your budget, living within your means, investing your money carefully, and putting in place risk management strategies… Read More
Should You Do It Yourself? Investments and Financial Planning
Smart people shouldn’t need to hire a financial planner or professional investment manager, right? After all, smart people can read and research to inform themselves and therefore they can take… Read More
It Doesn’t Go On Sale: Don’t Wait Until You’re Older for Long Term Care Coverage
“I cannot wait to pay the premiums for my homeowner’s, car, and long term care insurance policies,” said NOBODY ever. Insurance is one of those “necessary evils,” that we spend… Read More
Inherited IRAs: Don’t Touch Without First Consulting a Professional
If you have inherited an IRA, there are some important rules you must know to avoid some painful and irreversible consequences. The very first step to take is to contact… Read More