Evaluating Mutual Fund Fees and Expenses

by Katie Brown | Oct 17, 2024 | General, Investment

Evaluating Mutual Fund Fees and Expenses When you’re choosing among mutual funds, you should take into account what the fund will cost you in fees and expenses. The higher those costs, the better the fund’s performance needs to be to compensate for them. A...

Closing a Retirement Income Gap

by Katie Brown | Oct 10, 2024 | General, Retirement

Closing a Retirement Income Gap When you determine how much income you’ll need in retirement, you may base your projection on the type of lifestyle you plan to have and when you want to retire. However, as you grow closer to retirement, you may discover that...

Investing for Major Financial Goals

by Katie Brown | Oct 3, 2024 | General, Investment

Investing for Major Financial Goals Go out into your yard and dig a big hole. Every month, throw $50 into it, but don’t take any money out until you’re ready to buy a house, send your child to college, or retire. It sounds a little crazy, doesn’t it?...

Properly Insuring Your Business

by Katie Brown | Sep 26, 2024 | General, Insurance

Properly Insuring Your Business No matter how careful you are in running your business, accidents happen. And no matter how big or small your business, you’ll have to plan for these and other risks if you want your business to thrive. One way to do this is with...

Should You Buy Long-Term Care Insurance?

by Katie Brown | Sep 19, 2024 | General, Insurance

Should You Buy Long-Term Care Insurance? The longer you live, the greater the chances you’ll need some form of long-term care. If you’re concerned about protecting your assets and maintaining your financial independence in your later years, long-term care...