Dec 5, 2019 | Financial Planning, Investing, Retirement
Encore Essentials: Mutual Funds In this article we will break down the basics of mutual funds and give you an overview of how they work and why so many investors like them! What Are Mutual Funds? A mutual fund is a company that pools money from many investors and...
Oct 22, 2018 | Financial Planning, Investing, Retirement
Investing Means Tolerating Some Risk When financial markets have a bad day, week, or month, discomforting headlines and data can swiftly communicate a message to retirees and retirement savers alike: equity investments are risky things, and Wall Street is a risky...
Mar 22, 2018 | Financial Planning
Comprehensive Financial Planning: What It Is, Why It Matters Your approach to building wealth should be built around your goals & values. Just what is “comprehensive financial planning?” As you invest and save for retirement, you will no doubt hear or read about...
Mar 12, 2018 | Business Owners, Financial Planning, Life Insurance
Why Life Insurance Has to Be Part of Your Wealth-Building Plan The following excerpt is from entrepreneur.com from Mark J. Kohler and Randall A. Luebke’s book The Business Owner’s Guide to Financial Freedom. Every day, life insurance companies pay death benefits to...
Oct 17, 2017 | Financial Planning, Taxes & Financial Planning
8 Characteristics of People Who Successfully Get Out of Debt Having worked with families and individuals in building and implementing their financial plan, one goal that I have seen to be relatively common for many is a goal to pay off debt in order to be able to save...
