Do you have a Batman Folder? AKA an Estate Folder
If something happens to you, does your family know all your passwords and assets? Create your estate folder today. Here's a list.
W-2 worker with no employer 401(k) plan – What are your options?
Are you a W-2 employee but your employer doesn't offer a 401(k) plan and you want to save for retirement? Read about your options.
Annuities in Retirement: Navigating Potential Tax Pitfalls
Working with a fee-only advisor can ensure you are objectively reviewing annuities to determine if they're right for your long-term income needs.
Why not just buy the S&P 500 Index?
The S&P 500 is doing great! Why not just invest in that and forget the rest? Read further to see how this might not be the best strategy.
Being Offered a Voluntary Severance Package: Should You Take It?
Is your company offering you a voluntary separation package and you're not sure if you should accept it? Consider these key components.
You have company stock – what does that mean?
Do you have company stock or options and not know what to do with them? Or what they're worth? Learn more about your benefits today.
The CAM Core Income Strategy
CAM Investor Solutions has announced the release of their new Core Income Strategy. This strategy aims to help clients earn more income.
Why Has My Homeowners Insurance Gone Up So Much?
If you've received your homeowner's insurance bill recently, you might be startled by the increase in premiums. Or you may have heard about insurance companies leaving a state completely. Homeowners…
New Market Highs – Now what?
Markets are at all new highs - now what? Should you change your investment strategy? Successful investors are aware of these 3 pitfalls.
“The 3.2% Problem” – The Average Fixed Income Return
Do you have a plan for your fixed income when rates come down? Historically, average fixed income returns have been 3.2% - which is a problem. Find out why.