Do you need to rebalance your portfolio?
…Asset classes do not move uniformly, and over time they deserve a second look so your actual holdings are not over- or underallocated compared to your original investment mix percentages….
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Seven Key Elements of Estate Planning
…of their own documents. 2. POA can come into force in three ways: “Springing,” which comes into force at the moment of incapacity. Durable, which comes into force as soon…
6 Ways to Make the Best of a Windfall
…or a mortgage, groceries, children’s tuition and medical bills. Saving at least three months of living expenses in an emergency fund helps to prepare for a rainy day. Up your…
How to define your investing goals
…For example, ask yourself if your tolerance for risk has increased or lowered. A major life shift like marriage, divorce or a new career can create an opportunity or obligation…
The A, B, C’s and D of Stewardship
…us ……….[scripture passage that Sunday]: Invigorates: us spiritually, mentally, physically….. Victorious: over the despair in life, over death upon ….. Energizes: the seasons in our stewardship, year long: Discernment: Winter:…
What are your questions about RMDs?
…individuals over the years. Our firm uses a “team approach” to focus on retirement issues, estate planning needs and other various financial challenges. For a FREE consultation: Call (855) 904-REAP…
Should you take a goal-based financial approach?
…do you need to earn and save each month to meet your goals? How much will you need to retire? Coming up with real numbers will let you know you’re…
3 Questions to Ask Before Investing in a Franchise
…commitment and life event. When it comes to financial decisions of this scale, it’s wise to consult a business law attorney to review your franchise agreement before you sign. And…
Ramping Up Retirement Funds Across Generations
…baby boomers feel underprepared for retirement, even as it looms in the near distance. But one factor is common across all generations: Most people need to save more for retirement….
REAP Promotion
Click the image below to be taken to our events website or call the number listed to register for a free educational event and dinner. For the full publication of…
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