The 24-Hour News Cycle moves from Impeachment to COVID-19 to the Primaries – What’s next? Provided by Premier Wealth Advisors In recent weeks, we’ve seen several major stories in the news. On the political front, in addition to the arrival of the presidential election through the 2020 ...
Understanding Homeowners Insurance
What all new and prospective homeowners need to know. Provided by Premier Wealth Advisors If you arrange a mortgage, your lender will want you to have homeowners insurance. This coverage is critical for protecting your home and personal property against various potential liabilities. A ...
Retirement Is a Beginning
See if you are prepared to begin your retirement by answering four key questions. Provided by Premier Wealth Advisors How do you know you are psychologically ready to retire? As a start, ask yourself four questions. One, is your work meaningful? If it is emotionally and ...
The SECURE Act
What is it and how could it affect your retirement? By: Josh Koehnen, MsBA, CFP® The Setting Every Community Up for Retirement Enhancement Act, or the SECURE Act, was passed into law in December of 2019. This bill was created to address the nation’s retirement problem by helping more Americans ...
Annual Financial To-Do List
Things you can do for your future as the year unfolds. Provided by Premier Wealth Advisors What financial, business, or life priorities do you need to address for the coming year? Now is a good time to think about the investing, saving, or budgeting methods you could employ toward specific ...
5 Ways to Not Overspend During the Holidays
And actually stick to it… By: Josh Koehnen, MsBA, CFP 1. Set a budget and pay in cash If you’re really looking to save this holiday season, the first thing you need to do is set a budget. Limit yourself right off the bat and commit to not spending more than you originally plan. Be sure to ...
5 Financial Considerations to Make Before Year-End
These 5 simple steps could make a huge difference in the upcoming year By: Josh Koehnen, MsBA, CFP® 1. Rebalance Your Portfolio The stock market has had a strong run up in 2019, so you could be taking on more risk than you’re comfortable with going into the new year. Most investors who own ...