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Women: What is Your Money Purpose? Ep. 1 (Video)

Women: What is Your Money Purpose? Ep. 1 (Video)

  For many women, understanding your purpose for your money can be the key to becoming more engaged in managing your investments. While financial goals are important, they are often too linear, impersonal and can feel restrictive. When you understand the purpose...
How to Set and Keep Financial Goals Ep. 2 (Video)

How to Set and Keep Financial Goals Ep. 2 (Video)

  Written goals are your road map to financial success. Be specific, simple, and realistic and include time frames and dollar amounts. Have some big goals and some small ones. Include a savings plan and an emergency fund. Pay off high-interest debt and control...
Do I Need Life Insurance, and if So, How Much? Ep. 4 (Video)

Do I Need Life Insurance, and if So, How Much? Ep. 4 (Video)

  Most people start to think about life insurance after they’ve married and had children. That’s because the main goal of buying life insurance is usually to replace income if the buyer’s earning power is taken away by death. The industry standard on how much...
What’s Your Risk Tolerance? Ep. 6 (Video)

What’s Your Risk Tolerance? Ep. 6 (Video)

  Risk tolerance is the level of risk, or market ups and downs, an investor is willing and able to tolerate. An aggressive investor, one with a high-risk tolerance, is willing to risk greater loss to potentially maximize returns, while a conservative investor...
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