by Jill Addison | Oct 10, 2019 | Uncategorized
Video Transcript Just like the old warning against putting all of your eggs in one basket, if you put all your money in one company stock and it dropped like a rock, you’d lose everything. Diversification can help protect your portfolio from that scenario....
by Jill Addison | Oct 2, 2019 | Uncategorized
*Video Transcript* Life insurance has two values: a death benefit and a cash value. If you no longer need or can afford a policy it may be sold to a third party. It may be worth more than the cash value but less than the death benefit. As the policy owner you can...
by Jill Addison | Oct 1, 2019 | Uncategorized
A question we’re commonly asked is, “Is it possible to drastically reduce taxes in retirement, or even eliminate them? It’s possible, but you must start planning before you retire. Many people don’t realize that Traditional IRAs and 401(K)s are fully taxed...
by Jill Addison | Sep 30, 2019 | Uncategorized
Many people believe Social Security will pay for their retirement, but Social Security was designed to be just a complement to a pension and investments. So don’t rely only on Social Security for your retirement because it probably won’t be enough to maintain your...
by Jill Addison | Sep 27, 2019 | Uncategorized
Video Transcript To keep your investment portfolio on target for financial goals, you want to balance risk and diversify your assets. That’s the purpose of asset allocation – the process of dividing your portfolio among major categories like cash, stocks and...
