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Posts Tagged ‘planning’

How to Start Investing as a Teen

How to start investing as a teen

“I wish I would have started sooner.” I hear this phrase in my office nearly every day. No matter the age of the people I meet, almost all of them wish they would have started investing earlier. So, the other day my nephew, Keaton, asked if he could open an investment account. He is almost…

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Life Insurance: How, When & What to Purchase

Life Insurance Basics - family together in front of new home

Most people have at least one financial dependent, whether it be a spouse, children, or loved one. What would happen to your family if you were to suddenly pass away? This is where life insurance is an incredibly useful tool and can be a blessing to your loved ones. There are two basic types of…

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