by Paul Scott | May 25, 2023 | Exchange-Traded Funds (ETFs), Mutual Funds
The world of investing can seem daunting, particularly when contemplating the task of securing one’s financial future. One of the tools simplifying this challenge is the target-date fund, a dynamic and efficient investment instrument often taking the form of an... 
by Paul Scott | May 19, 2023 | Beneficiaries, Critical Cornerstones
Beneficiary Designations are an important part of our Legacy Preparation/Pre-Planning Cornerstone. When constructing your “Financial House,” it’s crucial to pay attention to the intricate details that hold it together. One such detail is naming... 
by Paul Scott | May 5, 2023 | Uncategorized
To find out if you’re on course for your retirement, you need to create a financial plan to measure how your retirement savings stack up. Retirement isn’t a destination that should be taken lightly. Arriving there without the proper planning often leads to disastrous... 
by Paul Scott | Apr 21, 2023 | Uncategorized
Managing portfolio risk is one of the most important considerations for investors. Diversification is a risk management strategy that mixes a wide range of investments types within a portfolio. This practice is designed to protect against... 
by Paul Scott | Mar 31, 2023 | Uncategorized
If you’re not an expert in financial matters, choosing a retirement income advisor to manage your money can be a tough decision. Being aware of these common blunders can help you find peace of mind, and potentially avoid years of stress. Retirement is a critical...
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