Blog

Financial Lessons For Your Teen

Our Biggest Financial Challenges are often Self-Inflicted

In many respects, people can be their own worst enemies in their quest for financial security. When you consider that our lives are nothing more than a culmination of the decisions we make each day, if we tend to make more bad decisions than good decisions, or worse, if we can’t make decisions at all, it’s should be no surprise when financial security  remains elusive.

The 4 Essential Elements of a Retirement Plan

Until recently, many retirees have been able to rely upon the three-legged stool of retirement income sources: A defined benefit pension plan that guarantees a lifetime income, their own savings, and Social Security.

Will You Outlive Your Income? How to be Certain You Won’t.

While our extended longevity should be greeted with gratitude for the possibility of enjoying a longer life with our grandchildren, many retirees are approaching it with trepidation, wondering if their hard earned assets will be sufficient to fulfill their vision of a good life for the rest of their life – however long it should last.

Planning for Long Term Care

As we age, the odds of incurring an injury or major illness that will prevent us from performing simple daily functions increase substantially. Today, one in three people over the age of 65 will require assisted care of some sort. Past age 75 the odds increase to where one in two will need nursing care.

What To Do When You Win the Lottery

If you’re human you couldn’t possibly have avoided thoughts of what you might do if you had won the recent Mega Millions lottery of over $640 million.

What You Need to Know When Buying Life Insurance

At first glance buying life insurance sounds like a straightforward process. For many individuals it involves little more than calling your automotive insurer in response to a letter in the mail offering a “multi-policy” discount or free insurance review.

Saving Money Versus Paying Off Debt

Have a Long Term goal? Financial Planning can Help You get you there

After several years of wallowing in financial upheaval caused by a severe recession and financial crisis, Americans are, once again, looking to the future. A renewed confidence has many people setting their sights on long term goals that, just a few years ago, may have seemed out of reach.

The Very High Cost of Waiting to Save for Retirement

Syndicate content

Richard K. Shields, Jenna R. Thornton and David Broyles are registered representatives offering securities through United Planners Financial Services.  Member FINRA/SIPC  Investment advisory services are offered through Synergy Financial Group of Arizona, a Registered Investment Advisory Firm in the state of Arizona.  United Planners does not provide tax or legal advice.  United Planners and Synergy Financial Group of Arizona are independent companies.  This communication is strictly intended for individuals residing in AZ, CA, HI, MT, PA, UT, & VA..  No offers may be made or accepted from any resident outside of AZ, CA, HI, MT, PA, UT, & VA.  Content copyright 2013.  Synergy Financial Group of Arizona.  All rights reserved.

Website Design For Financial Services Professionals | Copyright 2018 AdvisorWebsites.com. All rights reserved