Financial Lessons For Your Teen

The Importance of a Named Beneficiary

Many people do not realize the importance of having a beneficiary listed on their retirement account or investment account. It is extremely important to review your current account beneficiaries and make sure they are consistent with your current estate plans. Whether or not you have a named beneficiary can affect how your assets are distributed and taxed.

Should Investors Sell After a "Correction"?

As an investor, how should you respond to a market correction such as the one we experienced over the past month? Please read the following article from one of our partners, Dimensional Fund Advisors.

Investors Beware: The Media Noise can be Deafening

Most people would argue that living in a digital world, with instant access to an endless stream of information has made us smarter and more self-empowered than past generations. Investors believe that it has “leveled the playing field”, enabling them to make investment decisions based on the same information once only available to the investment pros.

The Keys to Building Wealth

The Very High Cost of Waiting to Save for Retirement


Life Insurance Advantages

The purchase of a life insurance policy will never make most peoples’ top ten list of favorite things to do. After all, there is a lot not to like in the whole process of buying life insurance. With hundreds of products from which to choose, it can be confusing. Insurance contracts can be complex and mind numbing. Some insurance agents can be annoying.

How Confirmation Bias Could be Hurting your Investment Performance

Have you made up your mind on just about everything, even before you know what it is? For instance, when you meet someone, is your opinion of the person formed from the first impression? Or, when you hear a political argument from the other side, is your mind opened or closed? Are you able to concede the “good points” the other side make, or do you dismiss the whole argument?

Document Shredding Event and Holiday Open House on December 9, 2014

Announcing...a FIRST Financial Group Document Shredding Event

How much do I need for Retirement?

Clients often ask us, "How much do I need for retirement?". For each individual the answer will be different due to different lifestyles, retirement goals and personal needs. Please watch the videos below to learn more.

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