1. Why Having a Financial Pro Matters

    Estimated Read Time: 3-4 Minutes A good professional provides important guidance and insight through the years.   What kind of role can a financial professional play for an investor? The answer: a very important one. While the value of such a relationship is hard to quantify, the intangible ben…Read More

  2. Setting Goals as You Save & Invest

    Estimated Read Time: 3-4 Minutes Turn your intent into a commitment. In personal finance, as with most areas of life, goals help us to grow and achieve more. Here are a couple reasons why we think each family should have financial goals put in place. Goals give you focus. To find and establish your …Read More

  3. Bad Money Habits to Break Now

    Estimated Read Time: 3-4 Minutes Behaviors worth changing for a more promising future. Do bad money habits constrain your financial progress? Many people fall into the same financial behavior patterns year after year. If you sometimes succumb to these financial tendencies, change them now for a more…Read More

  4. Avoid These 7 Life Insurance Missteps

    Are you about to buy life insurance? Shop carefully. Make your choice with insight from someone who understands the ins-and-outs of life insurance, as it may help you avoid some of these all-too-common missteps. Buying the first policy you see. Anyone interested in life insurance should take the tim…Read More

  5. The Retirement Mind Game

    Estimated Read Time: 3-4 Minutes What kind of retirement do you think you'll have? Your outlook may influence your financial outcome. Qualitatively speaking, what if the success or failure of your retirement begins with your perception of retirement? A whole field of study has emerged on the psycho…Read More

  6. Education Planning: Why You Should Start Now

    Estimated Read Time: 2-3 Minutes There she goes. She’s walking across the stage.  All you want to think about is her bright future, but you can’t help but beat yourself up a little thinking that you could have done more.  You could have kept her from years of monthly payments and interest paid…Read More

  7. Risks of Having an Annuity

    Estimated Read Time: 2-3 Minutes These private income contracts do have potential flaws. It may not be good to have too many (or any) of your eggs in an annuity basket. Here are some important factors for you to consider. Fundamentally, an annuity contract means handing over your money to an insure…Read More

  8. Should We Reconsider What Retirement Means?

    Estimated Read Time: 3-4 Minutes An executive transitions into a consulting role at age 62 and stops working altogether at 65; then, he becomes a buyer for a church network at 69. A corporate IT professional decides to conclude her career at age 58; she serves as a city council member in her sixties…Read More

  9. 5 Financial Mistakes Most People Make

    Estimated Read Time: 3-4 Minutes We’ve all heard the nightmare stories of people making big mistakes that lead to a job greeting at the entrance of the local shopping center. But what exactly are some things that may have gone wrong for people? We will go through some very practical things you sho…Read More

  10. Avoiding the Money Pitfalls of Past Generations

    Estimated Read Time: 2-3 minutes Take these financial lessons to heart. You have a chance to manage your money better than previous generations have. Some crucial financial steps may help you do just that. Live below your means and refrain from living on margin. How much do you save per month? Gene…Read More