Take the Stress Out of Investing With Dollar Cost Averaging

Mar 8, 2018 | Investments

Knowing when to invest your savings and when to wait on the sidelines is impossible to time with any accuracy, and in fact trying to time the market has been shown to reduce an investor’s overall return. An alternative to trying to time the market is dollar cost...

Retirement Plans for Women Business Owners

Mar 8, 2018 | Retirement Planning

You’re an entrepreneur and you’re not looking back. You’ve found some success and now you want to start thinking about funding a retirement plan for yourself, and perhaps for employees of your company as well. Chosing the right type of plan, understanding how to...

Is Thinking About College Costs Keeping You Up At Night?

Mar 7, 2018 | Budgeting

Sources If paying for a college education or for a private school for your children is one of your goals, it can take a big bite out of your budget. Some special needs families may have unique education needs for their children, which can be even more expensive than a...

If You Have Elderly Loved Ones in Your Life We Can Help

Mar 7, 2018 | Goal Setting

Sources The challenges of taking care of our aging seniors can be expensive and emotional, so where do you start? Watch this short video for...

Asset Allocation: Your Best Friend For Life

Mar 7, 2018 | Investments

Every investment decision involves both risk and reward. To reduce risk, most smart investors diversify their portfolio. What’s an efficient diversification strategy for you? There are many factors involved in making the decision such as your goals and your risk...