by Jill Addison | Feb 6, 2019 | Uncategorized
Written goals are your road map to financial success. Be specific, simple, and realistic and include time frames and dollar amounts. Have some big goals and some small ones. Include a savings plan and an emergency fund. Pay off high-interest debt and control the...
by Jill Addison | Feb 5, 2019 | Uncategorized
You’ve been saving for your retirement for decades. Don’t undermine your own plans by making these 5 common mistakes when you retire. First, don’t retire too soon. Lifespans are increasing and many retirees underestimate their life expectancy when calculating the...
by Jill Addison | Feb 4, 2019 | Uncategorized
Video Transcript: A fixed index annuity is a contract between you and an insurance company that may help you reach your long-term financial goals. In exchange for your premium payment, the insurance company provides you with income, either starting immediately or at...
by Jill Addison | Feb 1, 2019 | Uncategorized
Roth IRAs are funded with money that you’ve already paid tax on, and then they grow tax-free. This is different than traditional pre-tax funded retirement accounts. Roth IRAs offer many advantages that other traditional retirement accounts don’t. First, you can...
by Jill Addison | Jan 31, 2019 | Uncategorized
Do you fully understand the implications and applications of diversification in your portfolio? How do you know if you’re diversified? How do you measure it? What’s your portfolio likely to do during various market cycles? What’s your worst-case scenario for your...
