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Financial Fridays

One of our core values is Education. We want our clients to understand their finances, and we make it as simple as possible for them to learn all the aspects of their financial plan. For those interested in learning even more or cultivating a deeper or broader understanding, we'll post an article here every Friday. So be sure to check back in! We're glad you're here. 

 

Friday, October 18, 2019

“The greater the risk, the greater the reward.” It’s a statement we've all heard. Taking on more risk with your investments may increase your likelihood of higher returns, but you may also experience the downs of the...

 

Friday, October 11, 2019

America’s outstanding credit card debt reached its highest point ever, surpassing $1 trillion in 2017, according to the latest statistics from the Federal Reserve. The average American has a credit card balance of $6,375, up 3%...

 

Friday, October 4, 2019

The 529 college savings plan is widely regarded as one of the most tax friendly tools available for funding a child’s future tuition, but how one invests within those plans can make a big difference in the potential return and...

 

Friday, September 27, 2019

There’s one question many business owners ask themselves often: “What is the true value of my business?” It’s an important question because, whether you realize it or not, the value of your business will have a...

 

Friday, September 20, 2019

When investing, there are time-tested strategies that can help you reach your goal. Stay Ahead of Inflation For the same reason you wouldn't stash your cash under your mattress when saving for the long term, most professionals wouldn't...

 

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Friday, September 13, 2019

Retirement is typically one of everyone’s top financial goals. It may be the furthest out, but any good financial plan starts with calculating how much money you’ll need during your retirement years. Many financial...

 

Friday, September 6, 2019

Employee access to life insurance through work continues to decline, with only 48 percent of employers offering life insurance to their workers. This is a 23 percent decline from 20061, according to LIMRA, an insurance industry...

 

Friday, August 30, 2019

Retirement saving is not on most millennials’ list of top priorities. But if they continue to delay saving for it, they may not be able to retire until well into their 70s. Despite current expenses like student loans and credit...

 

Friday, August 23, 2019

Americans today live longer than previous generations, and that added longevity is putting stress on traditional retirement plans and financial strategies. On average, men and women who reach the standard retirement age of 65 can...

 

Friday, August 16, 2019

Saving in Your 40s and 50s: It’s Never Too Late to Get Started Will I have enough money to retire? It’s a common question — especially for people in their 40s and 50s. The feeling of frustration can be overwhelming....