Category: Financial Management


4 Important Steps for a Retirement Strategy

When it comes to investing for retirement, business owners should consider two main goals: protecting principal, and earning a return that will help them achieve their financial goals. With that in mind, here are some general rules of thumb that experts suggest for retirement investing. 1.  Diversify your portfolio*. Many investors have been advised to […]

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7 Ways to Pay Off Your Mortgage Early

Paying off your mortgage years ahead of schedule may seem impossible, but it’s much easier than you think. Here are seven ways to accelerate your final mortgage payment without breaking a sweat.* 1. Add a little more money to every monthly payment. Paying just $50 extra every month can knock about two years and more […]

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7 Life Events Where Life Insurance Can Help

As your life changes, so do your life insurance needs. To help protect your family, you’ll need a plan that offers flexibility. The first factor you’ll want to consider is whether to choose a term or permanent life policy. Term life insurance offers an economical way to make sure your family has financial cover if […]

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College Countdown: 13 Ways to Pay Tuition Bills

You’ve been saving and investing steadily for your child’s education over the years, and now your child is entering the final stretch before beginning his or her college journey. Now you’ll want to consider your options as you prepare to pay those upcoming tuition bills. What’s the best way to draw on your accounts? Are […]

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Whole Life Insurance and Indexed Universal Life Insurance: Comparing the Features

If you’ve ever considered life insurance policies, you know that there are a variety of options to choose. The various life insurance policies offer a range of features. But in the end, making the right decision will be largely based on your specific needs. Here, we’ll provide a comparative look at two of the most […]

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