Financial Focus

Financial Gifts for Valentines–All Ages

Financial Gifts for Valentines–All Ages

By Jeremy Gels, Financial Advisor Valentine’s Day is fast approaching. This year, consider going beyond the flowers and chocolates and think about providing financial-related gifts to your loved ones of all generations. Here are some gift possibilities to consider: For your spouse or partner — Your income – both today and in the future – […]

How Can Life Insurance Help You?

How Can Life Insurance Help You?

You may not be aware of it, but September is Life Insurance Awareness Month. Of course, you probably recognize, at least in a general sense, the importance of life insurance, but do you know the various ways in which it can help you? Life insurance can play a sizable role in your ability to achieve […]

Mother’s Day

Mother’s Day

Financial Gifts for Your Adult Children Mother’s Day is almost here. If you’re a mother with grown children, you might receive flowers, candy, dinner invitations or some other type of pleasant recognition. However, you might find that you can get more enjoyment from the holiday by giving, rather than receiving. The longest-lasting gifts may be […]

Review This Year’s Investment Strategy

Review This Year’s Investment Strategy

As the year draws to a close, it’s a good time to review your progress toward your financial goals. But on what areas should you focus your attention? Of course, you may immediately think about whether your investments have done well. When evaluating the performance of their investments for a given year, many people mistakenly […]

Can You Save for College and Retirement?

Can You Save for College and Retirement?

Few of us have unlimited financial resources — which means that almost all of us need to prioritize our financial goals. Consequently, you’ll have some decisions to make if you’d like to help pay for your children’s college educations someday while, at the same time, saving for your own retirement. Your first step in addressing […]

Financial Moves for “Empty Nesters”

Financial Moves for “Empty Nesters”

When your children leave home and you become an “empty nester,” you’ll probably make several adjustments in your lifestyle. But how will your empty nest status affect your financial situation? Everyone’s story is different, involving a range of variables. But here are a few issues to consider: Insurance – If your kids are through school, your […]

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