Financial Planning Resources

Tax Deferred Annuities: Are They Right for You?

Listen in Saturday morning to Shane and Susan as they discuss tax deferred annuities.  They break the ins and outs of how they work, the potential uses, advantages and disadvantages. 

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Market Watch

Market Watch for Week of June 19th, 2017

Market Watch provides a snapshot of the past week’s movements and news regarding the major financial stock indices and other global financial markets.

Financial Planning: Helping You See the Big Picture

Do you picture yourself owning a new home, starting a business, or retiring comfortably? These are a few of the financial goals that may be important to you, and each comes with a price tag attached.

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Estimating Your Retirement Income Needs

You know how important it is to plan for your retirement, but where do you begin? One of your first steps should be to estimate how much income you’ll need to fund your retirement. That’s not as easy as it sounds, because retirement planning is not an exact science. Your specific needs depend on your goals and many other factors.

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Constructing an Investment Policy

An investment policy is a plan that spells out procedures for managing your investments, considering your personal tolerance for risk and your financial needs and goals. Constructing an investment policy is a preliminary step toward creating and managing an investment portfolio.

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