by user | Oct 31, 2019 | Uncategorized
Whether you are decades or months away from retirement, it may be prudent to review your will whenever there is a significant change in your family circumstances or finances. To stay current, revisit your will at least once every five years to help ensure your estate...
by user | Jul 30, 2018 | Uncategorized
When discussing bank accounts, investments, loans, and mortgages, it is important to understand the concept of interest rates. Interest is the price you pay for the temporary use of someone else’s funds; an interest rate is the percentage of a borrowed amount that is...
by user | Jul 30, 2018 | Individuals and Families, Institutions
Organization, efficiency and discipline are the three primary steps of financial planning. Organization is knowing where your money comes and goes. An efficient portfolio means a better chance of profits, and discipline keeps you on the right track. Statistics tell us...
by user | Jul 30, 2018 | Individuals and Families, Institutions
Financial Glossary Terms and Definitions Terms and definitions of financially related items and topics. A Absorbed Cost: When the cost for products or materials exceeds the original estimate, a decision may be made to absorb the cost difference and charge the...
by user | Jun 25, 2018 | Individuals and Families, Institutions, Investment Vehicles
There is a common misconception that mutual funds, index funds and ETFs are all the same type of investment vehicles. And while there are similarities, there are also some significant differences to know about before investing. Let’s explore. Active vs. Passive...
