Guiding family members to better lives today and for all generations to come.
Investing should be easy – just buy low and sell high – but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snarl some investors.
Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
Creating a life map involves a close review of personal finances and an assessment of other building blocks. Lifestyle matters look at how to balance work and leisure, how to make smart choices for the future, and many other items in an effort to help an individual “enjoy the journey.”
Haven't heard of us? Well we would love to get to know you! Make an appointment to come see us at our office and your next cup of coffee is on us or if you are already a member and want to refer a friend or family member then your next cup of coffee will also be on us.
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These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."
The new tax laws in 2018 could bring significant changes to your tax strategy. Download our free ebook, "5 Things You Need to Know About Tax Reform."