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Myth: I need to be wealthy to work with an Advisor
A lot of times we hear myths about what it takes to work with a Financial Advisor.While some firms do have minimums or credentials you need to even get in the door for example – you are required to be referred in or have $500,000...
Read MoreSocial Security + Retirement
Contrary to popular belief, claiming Social Security and Retiring are decisions independent of each other. Here are 6 reasons your should review before running down to the Social Security office to claim your first check.
Read MoreRisk Tolerance
During times of great market fluctuation it can be difficult to open your quarterly statement. Raise your hand if your June 30th statement hurt a little! We know, us too!It's important to remember though you are simply looking at a...
Read More3 Things to Do with Your Money
When you really boil it down, there are only 3 things you can do with your money:Spend ItSave ItGive It AwayNo matter what your situation, it is ALWAYS good to Plan with a Purpose!1. Spend It - if you have an inheritance, or maybe just...
Read MoreStrategies to Lessen Your Credit Card Debt
Reduce Your Credit Card DebtCredit card debt doesn't have to keep you from fulfilling your financial goals.Not all debt is bad. Mortgage and auto loans are often necessary, but credit card debt can be sneaky – it usually starts...
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Optimistic Sign In a Fear-Filled Market?
"Be fearful when others are greedy and greedy when others are fearful," according to legendary investor Warren Buffett.It's a great quote but complex advice to follow, especially in 2022 when stock prices are down double-digits. It...
Read More30-year Home Loans Fall to Historic Lows
Lately, it can feel like each day brings a new headline about fluctuating market behavior. But amid the ups and downs of 2020, there may be some potential good news on the horizon. On July 16, 2020, the interest rate for a 30-year...
Read MoreHave you been thinking about life insurance?
In our uncertain climate, it’s unsurprising that when American investors are thinking about their financial strategy, that the topic of life insurance comes up. For some, it’s always been front of mind. For younger...
Read MoreFAQs about 2020 stimulus checks
Are you eligible for a stimulus check from the Treasury Department?As of Friday, April 24, the Internal Revenue Service said it had issued 88 million payments to individuals across the country. It plans to send out more than 150...
Read MoreSpring Clean your File Cabinet
Knowing which financial and personal paperwork to keep or toss is very important. Here’s a suggested timeline for keeping/shredding documents.Documents that should be kept indefinitely in a secure location:Birth/death...
Read More2018 Tax Reference Guide
It's that time of year again - Tax Time! See the attached 2018 Reference guide to assist you! 2018 Tax Reference
Read MoreJanuary 2019 Market Update
brought to you by FMG Suite January Market Update
Read MoreInvest Towards a Goal
Why do we invest? If you ask this question to your friends and family, everyone's answer will be different. Some of the most popular answers are: Grow your money Retirement Buy a vacation home Pay for my kids college Simply put, we...
Read MoreTeach Kids About Money
Recently, while traveling to visit family, I ran into a fast food restaurant to grab a quick coffee before we got on the road. When I returned to the car my husband joked " I thought you just went in for a coffee!" Because of how long...
Read More"The Most Important Thing About Investing"
When I entered the industry I sat down with my boss and asked him... "If you could pick just one, what is the most important factor in planning and investing?" He sat back, and digested my question. He replied in a riddle, most often...
Read More3 Keys to Understanding the Fed
3 Keys to Understanding the Fed 1. Origin Although the Federal Reserve Act was not established until 1912, it had been under review for years, dating to a November 1910 meeting made up of investment banker Paul Warburg, Treasury...
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