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CategoryTHE TRICKINESS OF TRYING TO TIME THE MARKET
As an investor would you like to avoid some of the downturns in the market? This week Sherod Waite walks us through a scenario in which..
INVESTING vs PAYING OFF DEBT
A lot of people wonder which they should do – invest or pay down debt? As often is the case, the answer depends on your individual..
STAYING CALM DURING VOLATILE TIMES
As far as investing is concerned, so far 2022 has been volatile and it has a lot of investors nervous. Remember, it’s easy to do the..
BECOMING AWARE OF FINANCIAL BIASES
A recent survey by Morningstar asks American investors about their financial biases. Turns out 98% of us have at least one of these. ..
NEW YEAR + NEW CONTRIBUTION CHANGES
Something that changes from year to year is the amount of money you can contribute to a retirement plan. And this year is no different. ..
HOW TO COMMUNICATE ABOUT YOUR FINANCES WITH YOUR LOVED ONES
One thing people frequently get wrong when it comes to loved ones and their finances is communication. Failure to communicate about..
WHY YOU SHOULD BE CAUTIOUS OF FINANCIAL GURUS
In the world of financial education, there are a lot of personalities out there. Some focus on debt while others focus on real estate...
HOW YOU CAN INCREASE YOUR SAVINGS FOR RETIREMENT
Every year the government establishes how much money you can contribute to a retirement plan. Each year it changes and generally those..
HOW YOU CAN PROTECT YOUR RETIREMENT MONEY FROM PULLBACKS IN THE MARKET
Want to ride a roller coaster? There are height requirements to be able to safely ride. You also follow a set of instructions (“Keep..
END OF YEAR PLANNING + CHECKLIST
Pay attention to some important things you may want to consider as we end the year. Is there a reason to update your beneficiaries? ..