Have you ever walked out of a dealership still wondering if you’d gotten the best deal? The questions linger: Could you have gotten another thousand dollars off? Was your trade-in value reasonable? Was that one fee really “required by law”? The questions linger, “What if…” You’re not alone, many of us have been in the same […]
Today’s investment landscape has so many choices. There are over 10,000 Mutual funds worldwide – more than enough to make your head spin. So how do you make an informed decision? The below three items were taken into account for how we invest for our clients, and believe it or not – our own accounts. […]
In our last article, “How do We Invest for Clients?“, we discussed three key items that we take into account when reducing risk in our clients’ accounts. What are the technical details that accomplish the below? Diversification Asset Allocation Money Managers We work with Russell Investments to address these key issues. Below is how Russell really knocks […]
What if you could be confident in the price of your next car – confident that you didn’t leave anything on the table and got the best price out there. Below are 12 tips to get a rock bottom price on your next new car. Some are really elementary, while others are a little more […]
The first webpage went live in 1991 – today, you can hold all of the internet in the palm of your hand. Cars have been around for 130 years, but today you have electric cars that practically drive themselves. With all of these drastic changes in technology, how are all the questions about retirement still […]
Marriage, kids and buying a house, we help make that reality picture perfect. When people think of marriage, they think about basic financial aspects like how each spends money and budgets. Most don’t stop to think about all of the financial aspects that affect newlyweds. Does one spouse have a spotty credit history? What about […]
It’s never too early to start financial planning for your child’s future. If you have or are planning on having children, there are 4 main categories people fall into when it comes to college education funding. I need to save a little bit every month for these next years so that my child has college […]
Let’s get down to business: Want to save more money pre-tax? Attract and retain great employees? Ensure other companies’ benefit packages don’t poach your workforce? What about healthcare coverage for your group? Is it better than individual coverage? Will it provide more loyalty from your current employees? Are there tax advantages to providing it? Is […]