Topics
Topic:
Financial Literacy & Fundamentals
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Should I Buy or Lease a Car?
It comes down to what type of owner you are. Do you like to hold onto your car for years or switch it out frequently? Do you drive a lot of miles? Do you dislike paying for comprehensive insurance? How you answer could help steer your decision.
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Protecting Elderly Family Members – What Can You Do?
Fact: We are all getting older. Unfortunately, there are many ways that the elderly can be targeted and taken advantage of financially. We are seeing increases in fake phone calls emails, text messages and IRS or Social Security fraud as scammers, and the technology used, becomes more and more sophisticated. There are some steps you…
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What To Think About When Rolling Your Company Retirement Plan Into An IRA
When you’re weighing a possible rollover from your company retirement account into an IRA, there are several things to think about first. The Department of Labor has outlined new rules for advisers to follow when rolling over retirement plans. Whether it is a 401(k) to an IRA or an IRA from one custodian to another,…
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Staying the Course No Longer Works?
Ever since the market debacle triggered by the Great Recession, “Staying the Course No Longer Works” and “Modern Portfolio Theory Is Dead” have been popular headlines with the financial media. It sure sounds good; after all, why would any investor willingly subject their portfolio to the massive losses of 2008 and early 2009? They wouldn’t,…
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Insurance Can Make or Break Your Financial Plan (Property & Casualty)
You could be one bad accident, storm or lawsuit away from disaster unless you have the right insurance. From umbrella to uninsured motorist, flood and excess liability, it could take a few different types of policies to get the job done. Having the correct property and casualty coverage is critical when it comes to…
