Posts Tagged ‘investing’
Financial Planning Benefits and Securing Your Future
You are on the right financial track; you have an emergency fund, a retirement account, and home equity. The reality is that even with a solid foundation, there can be some uncertainty about financial stability over the long-term. Fortunately, financial planning can help take care of that uncertainty. Hiring a professional to identify your needs…
Read MoreInvestment Management Techniques
You’ve worked hard through your career, setting aside money for savings and investments. Now that you have funds in the bank, the next step is to grow your wealth through investments to prepare for your future. With current low interest rates on savings, cash simply kept in the bank will lose value to inflation. However,…
Read MoreLife moves fast, start planning today
A quick original video, enjoy and call us today to schedule some time to meet up and talk about your future.
Read MoreThe Proper Goal
Often times, January is a month for goal setting for business, families and individuals. What is often off target when setting goals, is actually writing them down, and being specific with the goal. Here are some examples. Goal #1: Increase sales by 10% The Proper Goal: Increase sales by 10% by doing the following: We…
Read MoreAsset Allocation for yesterday, today and tomorrow
How much risk are you taking with your investments?
Read MoreDebt & Spending
Since our Government is currently closed for business due to the debate on debt & spending, thought we should post this video.
Read MoreSeptember Tips for Busy Families by MultiGen Wealth Services
September is traditionally a busy but very productive month, summer vacations are over and families are getting back to work, back to school and back on track to complete all of those action items outlined during the year. Here are a few Tips to make your September even more productive. The family meeting: A weekly…
Read MoreWhat’s your Number?
There has been an ongoing discussion for a number of years, the discussion has been driving with the idea that each family or person should know how much they need in order to retire. Seems simple enough…. You work for 30 years have your number saved; pay off the home loan and bingo you retire…
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