Archive for July, 2015

8 Steps to get Started with Estate Planning

You may have heard the saying that only two things in life are certain: death and taxes. Thinking about life’s end isn’t how most of us want to spend our Saturday afternoons. But it’s essential to plan for the event and also implement your plan to make sure others know (more…)

10 Tips to Get the Most from Your Insurance

Insurance coverage is a powerful tool when consumers face devastating losses. Being smart about how you buy and use insurance can help you get the most for your money. The following tips can help. Think twice before filing small claims. Submitting claims that exceed the deductible by only a few (more…)

A Closer Look at Market Capitalization

There are many ways to slice and dice your investment portfolio. You might look at the mix of asset classes (stocks, bonds, cash equivalents); investment styles (growth, value, blend); market sectors (energy, technology, health care, etc.); or market capitalization (small-cap, mid-cap, large-cap). Having a healthy balance of investments — no (more…)