Archived Content
Leaving a Plan For Those You Love [Video]
Let’s talk about leaving a plan for those people that you love! Let’s discuss the plans you should make in case something happens to you.
A Week Of News Has The Market Fumbling…
A week of news has the market fumbling… This week, there was no shortage of days that caused investors to perk up their interest wondering why. Most of the week saw market declines that likely have investors considering portfolio changes. It was full of sorting through who the real investors are versus the speculators that have…
How to Get Started On Investing [Video]
So many people are excited about getting started on investing and seeing growth from the money they’re saving. But one thing that is really important to remember is to have an emergency fund. Put money aside before you start investing. Everyone wants to buy that stock that’s going to make you money. And when you…
[Video] Rent Or Buy
Studio Chat: Renting vs. Financing a Home Purchase STEPHEN SMALENBERGER, EA & MICHELLE SMALENBERGER, CFP® One question we get a lot is Do you rent or do you buy? We’ve done both; rented and now own a home. There’s such a simplicity in renting! You know what your fixed costs are each month with no…
[Video] Spending Money
Studio Chat: Advisor’s Take On Spending Money STEPHEN SMALENBERGER, EA & MICHELLE SMALENBERGER, CFP® Spending can be a really hard area especially when you’re taking two lives and making them one. Something we found helpful was using a software, tracking it, and viewing it periodically. This was helpful because there are going to be times…
[Video] College Savings
Studio Chat: Advisor’s Take On College Savings STEPHEN SMALENBERGER, EA & MICHELLE SMALENBERGER, CFP® One of the areas you want to discuss once you have children is whether to save or fund your children’s college education. Do you want to fund all of it, some of it, none of it? In planning for the day…
