Financial Investment Planning

30 01, 2017

Big Changes Coming 2017: The Pros & Cons

By |2017-06-06T05:30:10-04:00January 30th, 2017|Categories: Financial, Financial Investment Planning, Investing|0 Comments

Dale Brown President & CEO of the Financial Services Institute (FSI) Are you planning on retiring someday? The financial services industry is going through a massive overhaul via the Department of Labor! While this may not be front page news for the average citizen, this has huge implications for the way you will be able to seek out and pay for advice that helps you save for retirement. Dale Brown, CEO of the Financial Services Institute helps you weigh the pros and cons of the changes, and fills you in on what to expect.   [...]

23 01, 2017

5 Financial Misconceptions

By |2017-06-06T05:39:59-04:00January 23rd, 2017|Categories: Financial Investment Planning|0 Comments

Frank Lojewski MSFS, ChFC, CLU, LUTCF, AEP In the age of information, it’s nearly impossible to distinguish good from bad advice – especially when it comes to something as complicated and unpredictable as the finance world. Financial Professional Frank Lojewski lists the top 5 financial misconceptions, and gives great tips on how to avoid bad advice so you can focus on making and achieving your goals.  

12 12, 2016

Do You Have This Egg In Your Financial Basket?

By |2017-06-06T06:56:09-04:00December 12th, 2016|Categories: Education Planning, Financial, Financial Investment Planning|0 Comments

John Wheeler 40+ Year Insurance Industry Veteran Tuition has gone up more than 50% since 1999 and there’s no sign of it slowing down. Luckily, there are a lot of great tools to help you plan and save so you or your loved ones can afford higher education. Tune in as John Wheeler, 40+ year veteran in the Insurance Industry, shares one out-of-the box savings tool you might not have considered!

3 10, 2016

4 Financial Faux Pas

By |2017-06-07T11:46:43-04:00October 3rd, 2016|Categories: Financial Investment Planning|0 Comments

Dave Alison Chief Sales Officer and a founding partner of Clarity 2 Prosperity Mastermind Group If you have investments and a smart phone, then you know how easy it is to get caught up with checking the market on a day-to-day basis. But is that a good idea? What happens when you make emotional and reactive decisions instead of thinking about the long-term plan? Tune in as Dave Alison of the Clarity 2 Prosperity Mastermind Group discusses the psychology behind investment strategies, and offers suggestions to help you stay on track.