Market Updates
From Our President
Financial Planning Tips for the Twenty Somethings
Unfortunately, I've noticed a disturbing trend: the lack of financial literacy amongst adults. People need some financial foundations in place to help them avoid costly mistakes, especially as they enter their working years.
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9 Rules to Optimizing Your Property & Casualty Insurances
Auto and homeowners insurance are two insurances that are often set it and forget it in an individual’s life.
READ MORE...Market Movement & Its Effect on Me
Like any 8 year bull market run, people start wondering and worrying. "When might this end? How does this impact the economy and spending behavior?"
READ MORE...Understanding Annuities in 5 Minutes or Less
Despite being one of the oldest investment vehicles out there annuities are still probably one of the most misunderstood investments on the market.
READ MORE...Help! I want to retire...and soon
Retirement. It's a big and scary decision. You typically only get one shot at it and most of your decisions are permanent.
READ MORE...The 1% No One Seems to Care About
If I had a dollar for every time a client showed me an array of savings accounts at multiple institutions, I’d have several extra more dollars.
READ MORE...7 Essential Ways to Boost Credit Score
When my wife and I purchased our first home, we visited a mortgage broker to get our very first mortgage.
READ MORE...12 Financial Planning Tips for 2017
We all make New Year’s resolutions to better our lives for the upcoming year. So, why not make 2017 the year in which you give serious attention to your finances?
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Easing Inflation Report Propels Stocks and Bonds for the Week
Easing Inflation Report Propels Stocks and Bonds for the Week
READ MORE...The Ultimate Financial Planning Guide
The Ultimate Financial Planning Guide for Life's Major Milestones
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