The Prudent Participant (Blog)

The Prudent Participant (Blog)

What Should You Keep?

Why Having a Financial Professional Matters

Get In shape - Financial Fitness 101

We’re all familiar with fitness fanatics, raving about life changing workouts guaranteed to get you into tip top shape. While there is a new fitness craze in the air, it’s time to exercise your wallet. Financial Fitness is a set of goals or programs to help you identify your financial goals, and how to get in the best financial shape of your life.

What Do You Have in Reserve for 2018?

Why Regular Rebalancing Makes Sense

5 Common Financial Terms - You Probably Should Know

If you’re just starting to take charge of your financial future, it can be stressful approaching financial planning with confidence. Do you ever talk to your bank or financial manager and think that they’re speaking a foreign language?

Congress Passes the Tax Cuts & Jobs Act

Get In shape - Financial Fitness 101

We’re all familiar with fitness fanatics, raving about life changing workouts guaranteed to get you into tip top shape. While there is a new fitness craze in the air, it’s time to exercise your wallet. Financial Fitness is a set of goals or programs to help you identify your financial goals, and how to get in the best financial shape of your life.

Pre-Retirement Solutions

Brokerage Window May Save Money & Time

Upon retirement or separation from service, savvy investors commonly rollover their 401k or 403b into an Individual Retirement Account.

Your Emergency Fund and You

Summer’s finally here. The sun is out, it’s warm, the days are longer, and your worries seem just a little bit further away. But, folks, I’m sorry to say, sometimes storms roll in on the sunniest of days.

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