May 15, 2024 | Uncategorized
Choosing the right type of life insurance policy is an important part of good financial planning. To make an informed choice, you need to understand what Term and Permanent policies have to offer. Term policies require making two simple decisions: how much coverage...
Feb 15, 2024 | Retirement Planning
As we near retirement, the ability to recoup investment losses becomes critical. Therefore, a strategy to reduce risk as you near retirement should be targeted. Target Date Funds, which are usually mutual funds, self-adjust their portfolio based upon a fixed date. As...
Jan 17, 2024 | Retirement Planning
A fixed index annuity is a contract between you and an insurance company that may help you reach your long-term financial goals. In exchange for your premium payment, the insurance company provides you with income, either starting immediately or at some time in the...
Dec 14, 2023 | Uncategorized
The huge rise in prices we’re seeing from inflation is causing investors a lot of anxiety. The important thing to understand about inflation is that it’s not the amount in your portfolio that matters, but that inflation diminishes the buying power of those...
