by Jill Addison | Sep 25, 2019 | Uncategorized
Video Transcript: Determining how you invest should always begin with an assessment of your risk profile. Therefore, how much money you’re willing to allocate to stocks will have an outsized impact on the volatility of your portfolio. Here are 3 Ways you Can Decrease...
by Jill Addison | Sep 3, 2019 | Uncategorized
Video Transcript: A life insurance policy protects your loved ones against the loss of your income after your death, and helps to preserve their standard of living. You’ll name a beneficiary to receive the proceeds, and in exchange, you’ll pay premiums as outlined in...
by Jill Addison | Aug 31, 2019 | Uncategorized
*Video Transcript* Here are some tips to help you lessen your tax burden at the end of the year. First, be aware of any tax changes that will take place in the new year so you can use them to your advantage. Review your cost basis so you can make informed decisions...
by Jill Addison | Aug 30, 2019 | Uncategorized
Video Transcript: Today’s longer lifespans have left some baby boomers in the difficult position of planning for retirement, helping their children and caring for aging parents simultaneously. Giving advice to aging parents on their finances and other matters can...
by Jill Addison | Aug 29, 2019 | Uncategorized
Video Transcript: The death of a spouse is one of the most devastating events of a person’s life. During this difficult time, do not make any major financial decisions right away. Allow yourself time to only deal with the emotions of your loss. Then, get 10 to 20...