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What Comes First: Debt or Investment?

What Comes First: Debt or Investment?

There are a few schools of thought when it comes to tackling debt while building a healthy financial future.

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4 Reasons to Do a Relationship Review

4 Reasons to Do a Relationship Review

Meet with us to make a game plan and learn about what we have to offer that you may be surprised by! Here are a few reasons why this would be an excellent use of 15 minutes of your time.

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The Rage of Cruise Ship Retirement

The Rage of Cruise Ship Retirement

Perhaps one of the more unexpected trends of late is the move to retire on a cruise ship.

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4 Key Considerations When Protecting Your Financial Assets

4 Key Considerations When Protecting Your Financial Assets

Here are four key considerations when protecting your financial assets.

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Social Security: Who, What, When, Why & How

Social Security: Who, What, When, Why & How

Social Security is a federal insurance program that provides money to retired people and select others. But usually there are more questions than answers, so here is what you need to know.

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3 Reasons You’ll Love Financial Advising

3 Reasons You’ll Love Financial Advising

The value of having an advisor is more than just return on investment. Here are three intangible benefits to working with a financial advisor.

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Father and Daughter Hugging

Untap Your Potential with a Relationship Review

Have you ever bought something only to get a coupon the next day? Few things are more frustrating than feeling like you’ve missed out on cold hard cash. And that’s one of the reasons why we wanted to make sure you know about our wallet-fattening, goal-reaching, totally free CommunityAmerica perk: Relationship Reviews.

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Dusting Off Dollar-Cost Averaging

Dusting Off Dollar-Cost Averaging

Dollar-cost averaging is where you invest the same dollar amount on a consistent basis regardless of price. One of the most common examples of dollar cost averaging is your 401(k) plan at work.

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 7 Tips From Successful Retirees

7 Tips for Successful Retirees

While there are plenty of excuses available to explain why you can’t retire when you want to—or maybe not at all—bad luck shouldn’t be one of them. Here are seven actionable tactics to make your retirement more of a reality.

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Timing the Stock Market: A Recent Example

Timing the Stock Market: A Recent Example

What actually ended up happening to stock market trends is yet another reminder to us all: timing the market like this rarely works.

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