Finance Archives - Page 27 of 38

The 10 Keys to a Better Investment Experience

By Curt Stowers | November 8, 2019 |

investors having better investment experience

Today we share 10 Key Principles that will improve your odds of investor success.

P&C Insurance (Property and Casualty) – Understand What You Need

By Josh Duncan | November 1, 2019 |

A P&C insurance review is a key part of a comprehensive financial plan & includes coverage for your home and vehicles. A big question: “How much do I need?”

Quarterly Market Review – Third Quarter 2019

By Curt Stowers | October 25, 2019 |

Quarterly Market Review (3rd Quarter 2019)

Once per quarter, we roll up our sleeves and take a deeper dive into what’s happened in the stock market. Take a look at the attached presentation if you’d like to view the recap for July – September 2019.

What is Retirement? That Depends on You.

By Josh Duncan | October 16, 2019 |

what is retirement - retired couple enjoys reading with grandchild

My favorite definition of retirement is “voluntarily ending one journey to begin another.” Each of us has our own purpose and dream for retirement. In this video, I help you identify yours.

The #1 Retirement Question – How Much is Enough? (VIDEO)

By Josh Duncan | October 4, 2019 |

Man with enough saved enjoys retirement travel

I often hear: “$1,000,000 is the magic number I need for retirement, right?” Not necessarily so! Here are 4 things to know to answer this question for YOU.

Financial Freedom Tips (Video) – 4 Essential Steps for Estate Planning

By Curt Stowers | September 18, 2019 |

2 happy dependents protected by an estate plan

With these 4 essential estate planning steps, you can protect your dependents, while also ensuring that your medical and financial wishes are honored.

Financial Freedom Tips (Video): Life Insurance – Term vs. Whole Life

By Josh Duncan | September 6, 2019 |

Couple understands life insurance (term vs. whole life)

Term vs. whole life? Many families are underinsured because they do not understand how life insurance works. Here we explain the basic differences between term and whole life.