7 Reasons to Work with a Financial Advisor

By Uncategorized

Whether you are just starting out in your professional life, making an important transition, or beginning down the path of retirement, you are almost certainly going to need to think about your financial situation. No matter where you are in life, and no matter what particular issues you may be seeking to resolve, a financial advisor can help you make strategic choices with your money and feel confident in your decisions. If you’re still on the fence, here are some of the most common reasons to work with a financial advisor. Read More

11 Life Events to Plan for Financially

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Life is full of many wonderful, and some not-so-wonderful, events that can have a significant impact on your financial well-being. When a momentous event occurs in your life, your financial profile might be the last thing on your mind. But seeking financial advice can often help you understand and prepare for things you may not have foreseen. Today, we’ll list eleven important life events for which you may need to seek the advice of a financial planner.

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Investing Tips for a Volatile Market

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When you have a decent chunk of your wealth in stocks, a dramatic change in the market can cause serious concerns. You might even be tempted to rethink your investment strategy or pull out of the market altogether. These dramatic shifts can be especially difficult for new and inexperienced investors to handle, but they are inevitable. Read More

IRA vs 401(k): Which is Right for You?

By Uncategorized

While many individuals choose to take advantage of both and IRA and a 401(k) to save for retirement, some cannot afford to use both accounts and max out their contributions, and they may need to determine which plan is right for them. Today, we will explain the major differences between IRA and 401(k) savings plans so you can decide which is more beneficial for your retirement. Read More

6 Tips to Build Your Credit

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Having a not-so-stellar credit score can make life difficult if you are trying to do something like move into a new apartment or make a large purchase. Even establishing a solid credit history can be difficult if your credit score prevents you from doing things like opening a credit card. But building your credit does not have to be difficult. Here are few tips to help you build your credit. Read More

How & When to Rebalance Your Portfolio

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If you have invested in a diverse mix of securities, you are likely to find at the end of the year that your portfolio’s asset class weighting has changed. This is to be expected, since your assets will have changed in their market value over time. To correct for this change in relative weight among your investments, you can rebalance your portfolio. Here’s what you need to know about how and when to rebalance your portfolio. Read More

How to Start Investing in Stocks

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Investing can be a risky business with no guarantees, but it can be a way to grow your wealth. If you’re wondering how to start investing in stocks, don’t stress. Here is some simple advice and questions you should ask yourself before you begin investing. Read More

Essential Retirement Costs to Plan For

By The Templeton Group

Retirement is supposed to be the time to relax and unwind. But for many seniors, the prospect of retirement comes with new stress in the form of unexpected expenses and unforeseen costs. Unprepared seniors can find themselves scrambling to make ends meet.

To prepare yourself for retirement, you should be aware of the typical expenses in retirement. Here, we will outline some of the most important costs to consider when planning for your retirement as well as a few ways you can prepare before you retire to help reduce these costs and have adequate savings to cover them. Read More

ETF vs Mutual Funds: Pros & Cons

By The Templeton Group

When you invest in a fund, you pool your money with other investors in order to purchase a collection of securities. This provides opportunities for more diversification—without the hassle of buying and managing individual securities on your own. It’s therefore no surprise that funds are a popular investment option. When investing in funds, the biggest choice you typically have to make is choosing between the two major types of funds: ETFs and mutual funds. Read More