by development | Oct 10, 2022 | Dealing with Your Bank, Life Events
What type of account should you keep your money in at a bank or savings and loan association? How can you find the account that will charge you the least amount of money for the services you need? This Financial Guide helps you choose the most cost-effective type of...
by development | Oct 10, 2022 | Developing a Financial Plan, Frequently Asked Questions
What are the steps in the investment process? The investment process is comprised of several steps that enable you to select a portfolio appropriate to your risk tolerance and desired return. The primary steps in this process are: Determine your desired return and...
by development | Oct 10, 2022 | Financial Planning FAQ, Frequently Asked Questions
How do I determine my long-term financial goals? The first step is to decide what you realistically want to achieve financially. Financial goals might include early retirement, travel, a vacation home, securing your family’s financial comfort on the death of a...
by development | Oct 10, 2022 | Developing a Financial Plan, Life Events
A budget is an essential component of your financial plan. Not only does it force you to monitor your spending, it enables you to focus on which items (such as loans and credit card debt) you can pay off or pay down so that you can accumulate funds for retirement,...
by development | Oct 10, 2022 | Developing a Financial Plan, Life Events
Financial security derives not only from acquiring more money but from planning. A solid financial plan can alleviate financial worries about the future and ensure that you will meet your financial goals – whether they relate to retirement, asset acquisition,...
