Finances & Your Family
You can’t afford to wait!
We are all praying for the states that have been, and will be affected by hurricanes. No one wants to go through any natural disaster or event like this. But the reality is that things will happen in life that you just can’t afford to wait in planning for. Governor Rick Scott in Florida provided…
[Video] Beneficiaries: Who, When, & Why?
STEPHEN SMALENBERGER, EA In Prior videos we talked about 401(k)’s, IRAs, and even life insurance. Something that we haven’t touched on yet is what happens when you pass away. So what I want to go through here is the big picture to make sure everything is still as you desire. Because sometimes life happens. It…
Do You Panic About Investment Performance?
We have been attending a conference in Dallas over the past week. After leaving the hotel, we started hearing that many gas stations throughout the city and suburbs were actually out of gas. Due to the rising prices caused from the destruction that Hurricane Harvey had on the Houston community and two oil refineries there,…
[Video ] What Are The Basics of Social Security?
STEPHEN SMALENBERGER, EA This is a topic that becomes important especially when someone is considering retirement or is already retired. When does it make the most sense to start collecting? That really depends upon your specific situation. In order to start receiving the full value of the benefits that you’ve accumulated over your working career,…
What is the market?
MICHELLE SMALENBERGER, CFP® Whether it is on the nightly news, in the newspaper, on various financial radio stations or websites, you hear people talk about the market. Yet, what is the market? The market is simply where stocks, bonds and funds are traded. Here we refer to a handful of common indexes or benchmarks used to…
[Video] What To Do With My Paycheck?
MICHELLE SMALENBERGER, CFP® It is really important to consider some of the first steps and goals in your financial life. Before you start thinking about investing or saving for retirement, you need to be sure that you have a good foundation to build upon. One of the first places to start is being sure to…
