Have you used a junk-drawer approach to manage your investments? #InvestmentStrategy
COLLINSWEALTHMGT.COM
The Junk Drawer Approach to Investing
With high equity valuations, low bond yields, a looming election and flu season starting, we could see more volatility in Q4. @ceteraIM's Q4 #Outlook explains: https://bit.ly/340JBlQ
Is there a role for both active and passive investments in your portfolio?
COLLINSWEALTHMGT.COM
The Great Debate Continues: Active vs. Passive
Ever heard of a Roth 401(k)? Would one be right for you?
COLLINSWEALTHMGT.COM
What Is a Roth 401(k)?
Concerned about the social impact of your investments?
COLLINSWEALTHMGT.COM
Investing with Your Heart
There are four basic steps to calculating the value of an estate.
COLLINSWEALTHMGT.COM
Four Steps to Valuing an Estate
It may seem like a good idea to close credit card accounts you no longer use to avoid annual fees or if you're not using rewards during the pandemic, but this may have an adverse impact on your credit. Read the latest issue of Retire Wise for more: http://bit.ly/retirewise-oct2020
The truth is a little more complicated with these personal finance idioms.
COLLINSWEALTHMGT.COM
The Latte Lie and Other Myths
Updated your estate strategy for a second marriage? You may not be caring for dependents from your previous one.
COLLINSWEALTHMGT.COM
Yours, Mine and Ours: Estate Strategies for Second Marriages
Over age 50? You may be able to catch-up on retirement.
COLLINSWEALTHMGT.COM
Catch-Up Contributions
The question everyone has: Will Social Security be around for you? Read this. #socialsecurity #retirement
COLLINSWEALTHMGT.COM
Social Security: The Elephant in the Room
In September, stock prices dropped as investors worried about stalled fiscal stimulus talks, the upcoming election, and new European coronavirus cases.
COLLINSWEALTHMGT.COM
Monthly Market Insights | October 2020
You make your own investment decisions, but how familiar are you with the products? Take our short quiz.
COLLINSWEALTHMGT.COM
What’s Your Investment IQ?
The market is as unpredictable as the weather. We’re here to help you prepare.
COLLINSWEALTHMGT.COM
Forecast
#Markets have their worst day in a month on #Covid concerns, #stimulus plan pessimism, and #election2020 uncertainty. Please check out this latest commentary: https://bit.ly/34tPNnW #economy #stockmarket
Proactive or Reactive, which is the best way to plan for disasters? Most of us will say "proactive," yet millions of people say they are only $400 away from financial hardship. It's easy to plan out the happy things - vacations, baby on the way, even dinner plans for the week. Why is it that we don't plan for the things that COULD happen, the things that could derail our plans and cause a tailspin of debt and hardship?
It's not as difficult to start as you would think, it simply takes a change in your mindset. I like to help my clients become PROACTIVE planners versus REACTIVE planners, that way they are prepared for the financial emergencies. Consultations are complimentary, let's get you in to a proactive mindset!
Check out this video on taxes. #IncomeTax
COLLINSWEALTHMGT.COM
The Facts About Income Tax
Some diets lighten nothing but your wallet. Here’s a few to avoid. #diets #fads #health
COLLINSWEALTHMGT.COM
Money Draining Food Myths
Over age 50? You may be able to catch-up on retirement.
COLLINSWEALTHMGT.COM
Catch-Up Contributions
Are your passwords easy to crack or difficult to decipher? Test your knowledge.
COLLINSWEALTHMGT.COM
Password Protection Strategies
Your #creditscore may impact what you pay for auto and home #insurance.
COLLINSWEALTHMGT.COM
Does Your Credit Score Affect Your Insurance Rates?
Recovery. Recession. Gross Domestic Product. Learn the language of economic cycles.
COLLINSWEALTHMGT.COM
The Business Cycle
The COVID-19 pandemic has taken a toll on many U.S. households. However, there are important steps you can take to regain control of your financial future. Check out the latest issue of Financial Watch: https://bit.ly/financialwatch-nov2020
Have you heard these three common misconceptions about #SocialSecurity?
COLLINSWEALTHMGT.COM
Don't Buy The Hype
An ILIT could play a role in your estate strategy.
COLLINSWEALTHMGT.COM
A Primer on Irrevocable Life Insurance Trusts
The latest issue of Financial Watch recommends 4 steps for strengthening your financial safety net in the new year. Read more: http://bit.ly/financialwatch-jan2021
Does your #insurance cover you if you get into an accident with an uninsured driver?
COLLINSWEALTHMGT.COM
Protection Against Uninsured Drivers
#SocialMedia may be important in growing your company, but it may introduce liability. Is your company protected?
COLLINSWEALTHMGT.COM
Social Media: #NewestBusinessLiabilityRisk
$100 not spent is more like $143. Intrigued? #taxes #saving
COLLINSWEALTHMGT.COM
Stop Wasting Money
Saving for college doesn’t have to be as complicated as college itself.
COLLINSWEALTHMGT.COM
Saving for College 101
