Blog

3 Steps to Finding a Great Financial Advisor

Choosing a financial advisor is tough.

Annuity Investment Mistakes to Avoid

Making investment decisions has never been an exact science, nor is the process the same from one individual to the next. There are many variables that need to be factored, both from the standpoint of your individual situation and in the consideration of specific investments.

What To Do When You Win the Lottery

Every once in a while, we all have those thoughts of winning it big on the lottery. And while the odds of winning is way outside the realm of  reality for most people, it’s not uncommon to stubble upon some realistic earnings, like as inheritance or a settlement....

How to Purchase Life Insurance

Life insurance plays a crucial role in securing the financial future of a family.  And, while the decision to buy a policy is an easy one, purchasing one can be vexing due to the overwhelming number of choices available.

Will You Outlive Your Income? How to be Certain You Won’t

While our extended longevity should be greeted with gratitude for the possibility of enjoying a longer life with our grandchildren, many retirees are approaching it with trepidation, wondering if their hard earned assets will be sufficient to fulfill their vision of a good life for the rest of their life – however long it should last.

Active vs. Passive Investing

Unquestionably there is an excitement that emanates from the world of stock picking, where fortunes are won and lost on trading floor arenas, and stock sleuths frantically search for the next Apple or Google.

How to Increase Your Returns with Tax-Savvy Investing

After market-risk and inflation-risk, which investors take great strides to mitigate through sound investment practices, taxation-risk presents the biggest obstacle to building wealth. A sound investment strategy not only seeks to generate returns on your capital, it also seeks to preserve as much of your capital as possible to keep it working for you.

The Keys to Building Wealth

For many Americans, building true wealth might seem elusive, even illusory considering that many people, who very recently were sitting on six and seven figure 401k plans and home equity values, now feel unprepared for retirement. The lessons learned from the financial crisis is that wealth can be fleeting.

Managing Investment Risks

In my opinion, it is impossible to predict future stock market returns. Investment models can produce hypothetical returns but they can’t account for future events. So, in my opinion, investors who manage their investments based on market performance or what they perceive as opportunities for better returns have very little control over the outcome.

Planning a Family – What to Save for Right Now

The decision to go forward with your plans to start a family is a joyous one, but it can also lead to increased stress especially if your financial house has not been child-proofed. Considering that, on average, the cost of raising a child now exceeds $300,000, there’s little margin for error for most young families that have other important financial goals to achieve.

Syndicate content
Website Design For Financial Services Professionals | Copyright 2021 AdvisorWebsites.com. All rights reserved