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Investment Planning

Investment planning is more than just deciding where to invest your money. There are many considerations to take into account and these articles are just the place to start learning smart strategies. Read our most recent articles or search the Categories below for a specific topic such as:

  • Tax Strategies 
  • Education (ex: Using 529 Plans to Invest for College & Manage Wealth)
  • Estate Planning (ex: Saving for Short-Term Financial Goals)
  • Finances (ex: Pay Yourself First - and Regularly)
  • Managing Your Investment (ex: Diversification - Reducing Portfolio Risk)
  • And much more!

This library of information will give you insight on important financial topics! Simple click on one of the article please or select the category you wish to search and enjoy reading information that is easy to understand.

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Results: 31 Articles found.

Maintain a Good Credit Rating

For better or for worse, the American way of financial life relies on debt as a way of solidifying a desired lifestyle. Therefore, it is important to establish a good credit history if you intend on making more substantial, debt-financed purchases in the future.

A Clean Slate: Review and Rebalance Your Portfolio

There is no better time to take a fresh look at your investment strategies than the beginning of the new year. And while there is no one-size-fits-all approach to investing for the future, reviewing your goals annually can help you stay on track from month to month--and year to year.

It Pays to Plan Ahead: 2013 Year-End Tax Planning

As 2013 draws to a close, the last thing anyone wants to think about is taxes. But if you are looking for potential ways to minimize your tax bill, there’s no better time for planning than before year-end. And, with the higher rates put in place with the passage of the American Taxpayer Relief Act of 2012, being tax efficient is more important than ever.

An Estate Planning Checklist

Because you have worked hard to create a secure and comfortable lifestyle for your family and loved ones, you will want to ensure that you have a sound financial strategy that includes trust and estate planning. With some forethought, you may be able to minimize gift and estate taxes and preserve more of your assets for those you care about.

Changing Jobs or Retiring? Don’t Forget Your Retirement Savings!

If you’re like many Americans, you probably intend to rely on your employer-sponsored retirement plan savings for a significant portion of your retirement income. So when it comes time to make important decisions, such as what to do with the money in your plan when you change jobs or retire, you should be fully aware of your options...

 
Results: 31 Articles found.
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