Search Results for: financial investment
3 Financial Steps to Take Before Year-End
A new year is quickly approaching and that means a fresh start. Among the most common new year resolutions, money goals often take the lead. In fact, the 2020 New Year Financial Resolutions Study by Fidelity Investments found that 67% of respondents made a financial resolution including saving more, paying down debt and spending less.…
6 Things You Should Never Say To Your Financial Advisor
Are you looking to get your financial house in order? Market volatility is real, and it’s projected to get worse before it gets better. Retirement planning, reviewing your investing strategy, and setting up an emergency fund can be a lot easier with a pro. In our Millennial Study, we found that the majority of those we…
How to Build Your Child’s Investment Portfolio
Although most parents are financially savvy enough to save for their retirement, saving for their children sometimes takes the back burner. With limited cash on hand and the feeling that the children will be young forever, most put off building a substantial investment portfolio for their child. But with government incentives and expert advice, there are some great options to help you save for your child. Follow these five steps to get on the right track.
Ways to Buy a House
A key element of the American Dream has been for families to own their own homes. For many families this is their primary goal. Home ownership is a practical financial investment that offers many rewards and advantages, yet for many families the dream continues to remain out of reach. However, if you have the ability to repay a home loan, but lack the required down payment, there are ways, which may allow you to buy a house more affordably.