by ccordell12 | Dec 30, 2013 | Asset Management, Planning for Retirement, Resources for Retirees, Small Business Owners, Tools for Growing Families
A successful investor maximizes gain and minimizes loss. Though there can be no guarantee that any investment strategy will be successful and all investing involves risk, including the possible loss of principal, here are six basic principles that may help you invest...
by ccordell12 | Dec 30, 2013 | Asset Management, Financial Planning, Planning for Retirement, Resources for Retirees, Small Business Owners, Tools for Growing Families
Few terms in personal finance are as important, or used as frequently, as “risk.” Nevertheless, few terms are as imprecisely defined. Generally, when financial advisors or the media talk about investment risk, their focus is on the historical price volatility of the...
by ccordell12 | Dec 30, 2013 | Insurance, Small Business Owners
If you’re like most people, you bought life insurance to provide for your loved ones in the event of your death. But because you’re self-employed, you may have an even greater need for life insurance: You’ll want to protect your family after you die, as well as...
by ccordell12 | Dec 30, 2013 | Insurance, Planning for Retirement, Resources for Retirees, Retirement Planning
Your goals and priorities will probably change as you plan to retire. Along with them, your insurance needs may change as well. Retirement is typically a good time to review the different parts of your insurance program and make any changes that might be needed. STAY...
by ccordell12 | Dec 30, 2013 | Estate Planning, Resources for Retirees
When developing your estate plan, you can do well by doing good. Leaving money to charity rewards you in many ways. It gives you a sense of personal satisfaction, and it can save you money in estate taxes. A FEW WORDS ABOUT TRANSFER TAXES The federal government taxes...
