Posts Tagged ‘CFP’
All About Mutual Funds! (vs. Exchange-Traded Funds or ETFs)
Today we dive into mutual funds! We clarify 5 advantages and 3 drawbacks, so that you can better understand your retirement accounts.
Read MoreA Step-By-Step Plan to Reach your 2022 Financial Goals
It’s not too late to get your finances on track for 2022. In this article, Curt Stowers discusses how to reach your financial goals by the end of the year. Read more here.
Read MoreQuarterly Market Review – First Quarter 2022
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 Jan. – Mar. 2022.
Read MoreAre You Ready to Take the Pill?
Failing to plan is planning to fail. Are you ready and willing to take your medicine? Read on to learn the 8 steps needed to build your financial plan!
Read MoreYou Have to Start with a Goal – Investing in 12 Pictures
But what is your GOAL for investing? Investing is not a goal in and of itself! Read on to learn how Stephen Covey’s advice applies.
Read MoreCapital Gains Tax: Think Creatively When Selling an Investment Property!
Today we dive into investment properties—and demystify the 1031 exchange, which can protect you from huge capital-gains tax bills!
Read MoreAngel Investing in a Local Business – Is it Worth it?
Interested in angel investing in a local small business? Then you need a strategy. In this article, Curt Stowers discusses what to know before angel investing in a local business. Read here.
Read MoreIs it Time to Sell?
All too often I hear, “Should I sell, or should I hold?” That’s the wrong question to be asking. Read on to find out the right question!
Read MoreAre Municipal Bonds a Good Investment?
Moody’s just assigned a Aaa rating to Naperville’s GO Bonds. In this article, financial planner Curt Stowers discusses whether investing in municipal bonds is worth it.
Read MoreLife Insurance: How Much Do I Need?
How much life insurance do you actually need? Just enough to provide security and peace of mind for your family! Read on to learn 3 methods to find this number.
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