investing tagged posts

We want to start saving money and you are not sure what to do. In my Monthly Item of Value you will get the scoop on how to make your money work for you.

 To get started:

• Determine your risk
• Pick your strategy
• Choose your investments

Do you want low, medium or high risk investments? High risk may give you a bigger return, but is it worth it?

A financial professional who understands the market and can help you pick the best options for you and your family.

Click here to read the full infographic report in my monthly Item of Value.

Contact me if there is anything I can do to help you buy or sell your home.

Oh, by the way, I’m never too busy for any of your referrals.

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Thanks to L. K. Benson for sharing this blog about transitions with us.

Many of our clients come to us at a time of transition in their lives. These can be emotional times that have a deep impact on your life and well being. There are also financial implications to any transition that need to be understood. We help our clients work through both the financial and non-financial aspects to make sure they come out better on the other side.

Retirement

One of the biggest life transitions that we help clients with on a regular basis is retirement. There are a myriad of issues we see clients face when making this transition but one challenge that causes a lot of internal stress is the switch from saving to spending...

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