Should you encourage a young person with aspirations of becoming a financial advisor to pursue their dream? Some people may be hesitant to choose a financial advisor career due to the various challenges facing you as a startup and the availability of online financial tools and automatic investment options available today. Think of financial advisors …
A financial advisor helps people plan, invest, protect and manage their hard-earned money so they can reach their financial goals. One of the challenges in finding and choosing a financial advisor is finding one that will put your interests first.
An annuity is a financial product used to save tax-deferred for retirement or to generate regular income payments once in retirement. There is a lot of confusion around annuities as a retirement investment. Learn what a tax-deferred annuity is and whether it is right for you.
There are many common investing myths that can be very costly, leading you to be too conservative, too risky or avoid investing completely. We’d like to steer you away from some of the most common investing misconceptions that can significantly injure your investment power and financial strength.
To help you spot your own financial habits, we’ve collected some of the top financial planning do’s and don’ts to help you shift your mindset around good money habits.
Do you have a child who recently entered the workforce? As a parent, you should still offer advice and guide them on their financial journey. Check out the following ten financial tips to help your young adult find financial success.
Some people just aren’t financially savvy. Instead of calling an expert for investment advice, they try to figure it out on their own. This is never a good idea. See below for the most common investment mistakes to avoid. Learn from others’ failures and don’t fall into these traps!
Target-date funds work well in certain situations. But under different circumstances, there may be better alternatives. Learn when target-date funds are a good idea.
Deciding where to direct your money is a tricky thing when you have both debt and an investment portfolio. On the one hand, you know it’s smart to pay down high-interest debts. But you also know you also need to save for retirement. Should you do both? Can you do both? Which move is the smartest use of your money?
Determining which life insurance is right for you and your family can be a confusing topic. Should you buy term life or whole life insurance? Deciding which to purchase is a personal decision that should be based on the financial needs of your family as well as your financial goals. However, no matter what, life insurance is a very important part of your family’s financial security.
The choice of whether to delay taking Social Security benefits or start as soon as you are eligible is a hot-button topic and a question we are asked often. As with all things in financial planning, the answer to this question is it depends.
“Given the uncertainty in the stock market, should I stop contributing to my 401K?” It’s a question we hear all too often as nervous investors follow the news of the stock market’s ‘wild ride’. Many clients think about stepping off the wild ride, thinking they can sit out the market’s fluctuations to avoid losing money. But very often, when you have the strongest emotional urge to step out of the market, you will create the very outcome you fear.
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