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Is Your Advisor A Fiduciary?

Videos

Is Your Advisor A Fiduciary?

A fiduciary is an advisor whom is required to make decisions in your best interest and is not conflicted by fees he or she receives when giving financial advice. Watch this video for important tips that may help you determine if your advisor is a fiduciary.

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We’re Buying Pieces of Companies

Blog

We’re Buying Pieces of Companies

“I think you have to learn that there’s a company behind every stock, and that there’s only one real reason why stocks go up. Companies going from doing poorly to doing well or small companies grow to large companies.” – Peter Lynch

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Applying for College Financial Aid

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Applying for College Financial Aid

Published by Beth Schanou  Now that January has arrived, those with college aged students are faced with the task of completing the Free Application for Federal Student Aid (FAFSA). The FAFSA data gives a student access to financial aid and many states and colleges (public and private) use the data to determine eligibility for state and school aid. 

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Free Guides

Your Family Index Number: Defining Your Future With Confidence

Long-term financial security is a goal most investors aspire to, yet accomplished individuals and families know that attaining this objective requires more than hard work and luck. Check out our free guide which discusses how a personalized and focused approach begins with determining your Family Index Number; the individual rate of return you need to achieve your goals and objectives with confidence.

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2015 Financial New Year’s Resolutions

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2015 Financial New Year’s Resolutions

Published by Ben Goethel My running New Year’s Resolution for the past five years has been to give up caffeinated soda. But by January 3rd, I’m usually right back in the habit. Realizing my result will most likely be similar this year, I’ve decided to make some easier-to-implement financial resolutions. Not only are these resolutions easier to follow through on, they can also have a significant impact on your financial future. Here are three options for those looking for some ideas of their own!

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Retirement Planning

Infographics

Retirement Planning

Retirement planning is an essential factor in your overall financial well-being. Check out our infographic on retirement planning – these stats may surprise you. Are you prepared?

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The Executor’s Checklist

Videos

The Executor’s Checklist

Have You Been Named Executor of an Estate or Will? Protecting and transferring assets of the deceased is an important responsibility and there are many things you will need to do. To help you keep track, watch this video for steps you can follow. Contact us at 888-321-0808 for questions regarding your estate planning needs.

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Free Guides

Maximize Social Security Benefits & Minimize Tax Burden

Electing to receive Social Security benefits at early retirement age may result in higher personal income taxes and a smaller nest egg, particularly for high net worth individuals. In this free guide, we’ll shed light on common Social Security myths and provide options that, in certain instances, could decrease your payments to Uncle Sam and increase the financial legacy you leave.

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Social Security

Infographics

Social Security

You’ve worked hard for your Social Security. Now, it’s important to understand how to maximize your Social Security by incorporating the correct strategy for you into your wealth plan. Check out our infographic for important facts you should consider to Maximize Your Social Security Benefits.

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What Fees Are You Paying In Your 401(k)?

Blog

What Fees Are You Paying In Your 401(k)?

Published by Micah Schmidt, If you are like many workers in the Unites States, your employer offers a defined contribution plan such as a 401(k) or 403(b) as a part of the benefits package. As you look to direct how investments are made within your account, it is important to consider all fees involved along with investment performance to determine the best allocation choice for you.

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