When you’re starting a family you face perhaps the most daunting financial pressures you’ll encounter at any stage of life. Expenses like a new home and young children weigh heavily, and you’re likely still early in your career, far from your peak earning potential. Meanwhile, you need to begin saving for the future: college for [...]
TIPS AND TOOLS FOR TODAY'S FAMILIES. Millenial Newsletter
June, 2019 - Monthly News and Information for Current and Future Retirees Presented by Carla Merla June Retirement Insight
Your financial future is important to me so that’s why I have built relationships with other professionals that can assist you! I wanted to share with you that mortgage rates have come down considerably even in the last six months! This is a perfect time for a mortgage review, buying a home or even getting [...]
As an investment advisor representative of Brookstone Capital Managment, I enjoy the expertise of our chief financial officer, Mark DiOrio to give insight on the stock market. Here is the June, 2019 update. Current volatility may offer opportunity. Monthly Market Watch 6.4.19 Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered [...]
With June being Annuity Awareness Month, I am sharing a very interesting article written by American Equity on the Baby Boomer Retirement Expectations and Opportunities. Are you relying on Social Security as your primary income source in retirement? You might be shocked! READ ON BY CLICKING HERE Index or fixed annuities are not designed [...]
All tax payers should do an annual paycheck checkup. By checking your withholding you are being proactive in assuring you are paying enough into the IRS. It is important to do your checkup as early as possible in the year. It is also important to do a checkup when any major life events happen, such [...]
With June being Annuity Awareness Month, I felt it appropriate to share in the education. The first article is about planning for unexpected expenses in retirement, as provided by American Equity. READ HERE to learn what to expect (and unexpect) in retirement! Index or fixed annuities are not designed for short term investments and may [...]
Small business owners should keep good records. This applies to all businesses, whether they have a couple dozen employees or just a few. Whether they install software or make soft-serve. Whether they cut hair or cut lawns. Keeping good records is an important part of running a successful business. Here are some questions and answers [...]