Posts Tagged ‘wealth management’
How Life Insurance Can Protect Assets
After years of working hard to accumulate wealth, you want to know that you can protect what you have built. How can insurance be a strategic tool for safeguarding your assets? Here are a few ways a life insurance policy can help: Life insurance is one part of the important process of estate planning.…
Read MoreProtect Your Wealth for the Future
Economic uncertainty is a part of life. Markets can be unpredictable day-to-day, let alone years into the future. That uncertainty is one of the many reasons people want to start estate planning, so they can protect their loved ones and leave a legacy. Protect Your Assets Protecting your assets is the ultimate goal of estate…
Read MoreMake Your Donations Strategic
As you build your wealth, you might be thinking about ways to give back. Charity is a valuable way to support causes important to you. Learn how charity can become a part of your financial strategy. How Charitable Giving Can Work for You Charity is a generous act, and financial planning can help maximize the…
Read MoreRetirement Savings Mistakes to Avoid
A long-term savings strategy like planning for retirement relies on small steps taken over an extended period of time. Make sure you’re on track by avoiding these common mistakes. Underfunding Retirement Accounts Are you among the 71 percent of Americans who aren’t putting enough away for retirement? The most effective determining factors of a well-funded…
Read MoreBrexit – Now What?
Did you miss Adrian’s brief commentary about Brexit on WBBJ? View it here! Well, the people of the United Kingdom (UK) have made their voices heard and voted for Brexit. As you are likely already aware by now, Brexit is the decision of the United Kingdom to leave the European Union (EU). And, Brexit is…
Read MoreEddleman Brexit Interview on WBBJ
Here’s a story I was interviewed for on WBBJ about Brexit. Obviously I had much more to say that had to be cut from the piece. Don’t forget, I actually had a brief blogpost weeks ago where I mention Brexit and what else is on the horizon. Expect more details soon in our Eddleman’s Economic…
Read MoreMay Jobs Report and the Fed
As you’ve probably heard on the news, the May 2016 jobs report was “disappointing”, “concerning”, and a “surprise”, or at least those were the words used by Federal Reserve Chairwoman Janet Yellen. In fact, May’s job creation was the worst since 2010. And, while you might hear the 4.7% unemployment figure bandied about, there’s been…
Read MoreWhat Would You Do with $1 Million?
This is a scenario everyone has played out in their head hundreds of times. What would I do if I suddenly came into $1 million? Most of us already have a plan, to either get out of debt, or to buy a new car or a new house. But, assuming those things were already taken care of,…
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