Archive for February, 2019

Term Life Insurance

Protect Your Family and Your Finances Have you been putting off getting life insurance? Perhaps you recognize the important role life insurance can play in protecting the people you love, but have struggled to find a policy that fits your finances. Fortunately, term life insurance offers a cost-effective solution. That’s (more…)

What Do Rising Rates Mean for Retirees?

What Do Rising Rates Mean for Retirees?

Interest rates are on the rise, and the Federal Reserve (often referred to as “the Fed”) may continue gradually raising interest rates in response to a growing economy and strong labor market. Retirees may wonder how rising rates will affect their finances going forward. Higher Cost of Borrowing Retirees who (more…)

Why You Need a Financial Plan

Why You Need a Financial Plan

Go from Dreaming to Doing Are you a dreamer, a doer, a procrastinator or a planner? Dreamers tend to have big goals for the future with few plans for making them happen. Doers are action-takers who focus on meeting today’s demands and may overlook big-picture planning or dreaming about the (more…)

A How-To Guide for Rebalancing

A How-To Guide for Rebalancing

Don’t Let Your Portfolio Get Lopsided Have you checked on your portfolio lately? According to a recent survey, 1 in 4 investors said they hardly ever look at their portfolios. And when it comes to rebalancing — a proven strategy to help investors stay on track — only 40 percent (more…)