A lot of clients come to us looking for help with investing because they know very little about it. That’s perfectly fine; that’s part of the financial picture that we’re here to help out with. But I thought it might be helpful to provide a little extra high level insight into what goes into investing. From stocks and bonds to real estate and bitcoin, there’s a huge universe of investment options out there! This edition of Next Gen Connections is intended to educate you on some of those investments as well as educating your children to help them become informed investors too.
The sooner the better. That saying applies to all facets of life. By introducing sound financial habits early, you'll give your child a head start on the path to becoming an informed investor. This article contains creative ideas for raising a financial savvy kid. Read more...
You've identified your goals, done some basic research and understand the difference between a stock and a bond but how do you actually go about creating an investment portfolio? This article reviews how to create an investment portfolio and resources available to assist you.
When you pay premiums on a cash value life insurance policy, some of your money is applied toward the policy cash value, which is similar to a savings account within the policy. Over time, cash values accumulate. During your lifetime, you can access the cash value by a withdrawal, policy loan, or surrender (cancellation of the policy). Read more....
