Start investing in my 20s? YES. - Jessie Pritchard

Written by Administrator | 09 February 2012

A lot of younger individuals see retirement as a far-off time that they can worry about later...  This video should make them think differently.

Talk to your children and grandchildren about starting to save invest now...  Retirement might be decades away, but those decades can make a world of difference.

Important Retirement Facts - Mike Bischoff

Written by Administrator | 26 January 2012

Retirement... The 6th installment of Mik'es "Let's Make a Plan" blog series!  This is the fun part.  :-)

Your finances CAN'T manage themselves. Let us.

New Year's Resolutions - Gary Webb

Written by Administrator | 15 December 2011

• Review your monthly budget and track your spending. Keeping track of where your money is being spent will highlight unnecessary expenses.  Cutting expenses is a good way to improve your cash-flow.

• Begin saving today.  A savings account can help when life throws an unexpected curve ball.  Ideally, you want to build up an emergency fund that could pay for your necessary expenses for 6-12 months.

• Examine how much you have been contributing to your retirement plan this year. If you can afford to, maximize your 401(k) contributions.  At least be sure to take advantage of your employer's match program and, if your company doesn’t offter that, consider talking to your advisor about contributing to a Roth IRA. 

• Review your beneficiary designations.  Take a look at your workplace retirement plans, IRAs, annuities, insurance policies, and any other instruments that transfer ownership or make payments to a designated beneficiary upon your death.  Be sure the person or people named in those instruments match your wishes.  You should also check for this in documents such as your will.  (For example, if you still have an ex-spouse named as the beneficiary of an insurance policy, that is who will get the money when you die. This might not sit well with your current spouse if you are remarried).

Estate Planning - Mike Bischoff

Written by Administrator | 17 November 2011

In Mike's latest "Let's Make a Plan" blog video, hear the advisor talk about the importance of estate planning and the main items involved.

Your finances CAN'T manage themselves... and your estate won't be properly cared for without your plan.  Let us help.