consultant

In This Issue:

• Key Retirement and Tax Numbers
• Hybrid Funds, Lifestyle or Target?
• What Happened to Your Money?

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The following segment first aired on KEDM 90.3.

The following segment first aired on KEDM 90.3.

If you’re interested in beginning to invest but are nervous, or simply don’t have a lot of money to invest, why not start slow?

There are a multitude of ways to get started without risking a lot of money in the process. If you have $1,000 and are ready to start investing, here are some ways to do so:

If you are between 40 & 60, beware of these financial blunders & assumptions.

Do you know how much auto insurance coverage you have? 

Do you only have the minimum required liability or do you have maximum protection?  What about an umbrella policy for any spill-over costs from an accident?

Do you have a young son or daughter who just started driving or will start soon?

Planning a vacation can be exciting. What can be equally exciting is taking a vacation that you know isn’t going to cost a mint, which lets you choose where you want to splurge (e.g., dinner at a Michelin-star restaurant, a luxurious spa day, or a helicopter ride over a volcanic crater) without paying top dollar for the entire trip.  

Be Contrarian

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