Happy Financial Literacy Month

April is Financial Literacy Month, a time to raise awareness about the need for financial education. April 2021 marks the 19th annual Financial Literacy Month, a nationwide effort to raise awareness about the importance of financial literacy and the need for substantive financial education. Historical Background The holiday got its start in 2000 as Youth Financial Literacy Day, a program …

risk tolerance financial planning chandler arizona

Does Your Portfolio Reflect Your Risk Tolerance?

There are many types of risk associated with investing. Understanding each type and the effect it may have on your portfolio returns is crucial to your long-term investing success When it comes to investing, many people associate risk with losing money. But investing entails different types of risk. Understanding each type — and the potential return associated with your retirement …

Planning for Retirement | Retirement Planning

Having the choice to retire requires financial freedom. Proactive retirement income planning can help you pursue this freedom. Here are 3 simple steps to help you start planning right away: Define your Retirement Goals Develop a Plan to Generate Income Review your plan annually Define your Retirement Goals Whether you’re looking to better your health or your financial security, establishing …

What is a Comprehensive Wealth Manager?

A comprehensive wealth manager can handle all of your financial needs no matter what your life stage; they offer expertise in a variety financial specialties: Investment Services Retirement Planning Estate Planning Insurance Tax Planning Integration:  Advantage of a Comprehensive Wealth Manager An advantage of working with a truly Comprehensive Wealth Manager is that a single person is able to integrate …

Financial Planning In Your 20’s

If you are in your 20’s, then chances are that you are on the first rung of the corporate ladder or tasting the first sips of your chosen profession. Financial planning may be the last thing on your mind right now. However, if you start planning your finances at this stage of your life, or better yet, hire a financial …