Interviewing Financial Planners: Three Signs You’ve Found A Good One

20 September 2017
 Categories: , Blog

Whether you are just starting out in your career and need to know how to best spend your money -- or you are a mature adult with multiple investments -- hiring a financial planner is a smart way to ensure the money-related decisions you're making are sound and justified. Financial planners are true experts at everything from budgeting to investing, and a good one can make a huge difference in whether you're able to eventually retire on time or whether you end up in debt and broke by age 40. Read More 

Four Types Of Accounts That Can Help You Retire Early

19 July 2017
 Categories: , Blog

If one of your goals in life is to retire early, now is the time to take the necessary steps to build the proper financial future. Part of this includes utilizing the right types of savings accounts. One thing to keep in mind is that with many types of official retirement accounts, you cannot withdraw the funds until you are 59.5 years of age. Read on to discover what kind of accounts can help you reach your goal of retiring early. Read More 

Managing Health Increases And Health Decreases With Your Life Insurance Policy

16 February 2017
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Life insurance policies are always based on the health, age, and demographics of an individual candidate. But it also has to be noted that life insurance premiums can change -- when the health of the person insured changes significantly. Here are some things you need to know about how your relative health impacts your life insurance premiums. Getting an Initial Evaluation When you first sign up for a life insurance policy, you'll often be given an initial health evaluation. Read More 

What’s A Fiduciary And Why Should My Investment Planner Be One?

4 August 2016
 Categories: , Blog

Whether you've been working with an investment planner for years or are just starting the process of finding someone to work with, you know how important trust is to the relationship. You want to work with someone who has your best interests in mind. You may have heard the terms 'fiduciary' and 'fiduciary responsibility' bandied about by planners. Here's what you need to know. What's a Fiduciary? Recent legislation proposed by the Department of Labor and passed by Congress requires that investment advisors who advise clients on their individual retirement accounts be fiduciaries. Read More 

A Financial Planner Can Help You Start Your Marriage Off On The Right Financial Foot

26 June 2016
 Categories: , Blog

When you get engaged, the next few months of your life can often seem like a blur as you plan for the wedding and reception. While taking the time to pick the proper venue, band, and caterer is important, considering what will happen after the event is over is also important. Many couples do not take the time to go into their marriage with a proper financial plan in place. The guide below walks you through a few ways a financial planner can help you establish a great financial plan to ensure that you and your future spouse can start out on the best financial foot possible. Read More