I recently had the opportunity to speak about my career at my high school alma mater. My wife Katie is a business teacher at Seymour high school and she asked if I would give a presentation on all of the career opportunities available within the field of financial planning. I’m not a great public sp [...]
Go out into your yard and dig a big hole. Every month, throw $50 into it, but don't take any money out until you're ready to buy a house, send your child to college, or retire. It sounds a little crazy, doesn't it? But that's what investing without setting clear-cut goals is like. If you're lucky, y [...]
Go out into your yard and dig a big hole. Every month, throw $50 into it, but don't take any money out until you're ready to buy a house, send your child to college, or retire. It sounds a little crazy, doesn't it? But that's what investing without setting clear-cut goals is like. If you're lucky, y [...]
You've identified your goals and done some basic research. You understand the difference between a stock and a bond. But how do you actually go about creating an investment portfolio? What specific investments are right for you? What resources are out there to help you with investment decisions? Do [...]
Marriage is an important step in anyone's life and brings many challenges with it. One of those challenges is the management of your finances as a couple. The money decisions that you make now as a couple can have a lasting impact on your financial future together. Careful planning of your finances [...]
Investments Legend Sir John Templeton once wrote a fantastic and timeless article on 16 tips for investing, and this week our host Jim shares them all with you. Tune in for some helpful investment “Do’s & Don’ts,” as well as some insight as to how these principles could apply to you. Rea [...]
You may contribute to an IRA if you're a member of the armed forces. The rules that apply to servicemembers regarding IRA contributions and distributions generally are the same rules that apply to civilians. You're allowed to contribute up to $5,500 to a traditional IRA in 2017, as long as you're un [...]
When you think of your most valuable assets you probably consider big ticket items such as your home or vehicles, but have you considered that Life Insurance could be on the list? Life Insurance is so much more than a death benefit, and 40-year Insurance Industry Veteran John Wheeler is here to show [...]
There's no way to know the answer to that without reviewing your individual circumstances and financial goals. However, if you are investing too conservatively, it can have a profound effect on your long-term financial security. That's particularly true for women. According to a U.S. Department of L [...]
How is it possible that someone with the same portfolio could end up with more money, even if their investment returns are better? Tune in as Jason Smith, CEO of the Clarity 2 Prosperity Mastermind Group, explains the Sequence of Returns Risk – a multi-faceted risk to your retirement funds that you [...]
