In Transition: Coping with Big Life Changes

The one constant in life is change. Whether your child is graduating from college or getting married, whether you’ve inherited... View Article

Understanding Interest Rates and Your Financial Situation

When discussing bank accounts, investments, loans, and, it is important to understand the concept of interest rates. Interest is the... View Article

The Biggest Financial Pressures Facing Retirees (and How to Plan for Them)

Retirement is a time for pursuing your passions, reaping the fruits of your life’s work, and making the most out... View Article

Real Estate and Self-Directed IRAs

Presented by Jake Rivas Self-directed IRAs are almost identical to traditional IRAs: They both allow you to save money in... View Article

Preparing for Medicare Enrollment

It’s a few months before you turn 65. You check the mail and find the box overflowing with materials from... View Article

Inflation vs. Bank CDs vs. The Mattress

The Stock Market Beats All Three Over Long Periods of Time Tempted to stash your money in a bank CD?... View Article

The Importance of Market Evaluations

Although financial professionals often rely on long-term historical averages when making capital market assumptions, not all starting points are the... View Article

How Diversification Can Help Small Business Owners Manage Risk

Business Owners Should Consider Their Total Risk Factor Most investors understand the notion of diversification. We hear all the time... View Article

Insurance Protection for Life’s Key Stages

Whether you are just starting your career, in your peak earning years, or enjoying retirement, your insurance protection needs may... View Article

TWO INVESTING QUESTIONS

There is an investment strategy out there for just about everyone, whether you want to be aggressive or preserve your capital long-term. It can be easy to get bogged down in the Investing section of Google, looking at all the articles promising to make you rich in five easy steps.