What are bonds RS

Getting to know bonds – what are they and how do they work?

December 9th, 2011 madmin

This material was prepared for Tony Lyon, LPL Financial Advisor, use. Many investors own bonds or debt-based investments as a strategy for balancing the short-term market risk historically associated with stocks.1 It’s important to understand the characteristics of bonds when making decisions about how to invest. A bond is essentially an “IOU” for money loaned […]

estate planning RS

6 things you should know about estate planning

December 2nd, 2011 Bob Ross

Putting together an estate plan isn’t the most pleasant of tasks. After all, by doing so you’re acknowledging your own eventual demise. In fact, deciding what happens to your assets when you die is often avoided or passed over. According to an AARP survey, three out of five Americans over the age of 50 have […]

Smarter  holiday shopper RS

7 tips to manage your holiday spending

November 28th, 2011 Mary Schmidt

The holiday shopping season doesn’t have to leave a permanent mark on your bank account. Kick off the holiday season with some of our tips on how to effectively manage your money while spreading holiday cheer. 1. Estimate holiday expenses and set a budget. Make a list of everyone you have to purchase gifts for, […]

Smarter holiday shopping RS

Are you a smart holiday shopper?

November 21st, 2011 Cindy Mays

Black Friday and Cyber Monday are just around the corner and the hustle and bustle of the holiday shopping season will soon be upon us! Shoppers can make the most of their time — and money — by following a few simple guidelines to avoid problems with holiday purchases. If you’re shopping online, order from […]

money management tips for college grads RS

3 money management rules every college grad should know

November 14th, 2011 Kevin Crall

When it comes to managing your money there are a seemingly endless number of tips and mantras people will throw your way: “pay yourself first,” “don’t ignore your money troubles,” “pay off your credit card in full,” “save at least 6-months’ worth of living expense,” “always max out your 401(k) contributions,” “don’t live beyond your […]

Financial planner RS

How to select a financial planner

November 4th, 2011 Ron Haines

Working with a financial planner can be a helpful step in securing your financial future. This is especially true because the financial world can quickly become overwhelming – especially for individuals who don’t work in the financial sector and aren’t familiar with some of the complexities. Why not take the help from someone who has […]

Phishing scamsRS

Don’t get lured into a phishing scam – read our 6 tips

November 2nd, 2011 Angie Brown

The American Bankers Association (ABA) has issued a new warning to highlight increases in phishing scams linked to consumer bank accounts. According to reports, perpetrators are using automated dialers, text messages or emails to misinform consumers that their accounts have been closed due to fraud. Consumers are then prompted to enter their card information, including […]

Piggy bank RS

The difference between banks and credit unions

October 31st, 2011 Nick Pfeiffer

Terms like bank and credit union are used interchangeably by most people these days. However, there are some distinct – and significant – differences between these types of financial institutions, including business purpose, ownership and governance. We’ve summarized some of the key differences for you: Banks Banks are by far the most popular financial institutions. […]

ID prevention week RS

9 tips to prevent identity theft

October 17th, 2011 Sue Armbrecht

Identity theft is one of the fastest-growing types of financial fraud. Without even touching your wallet, a thief can steal your financial identity with as little information as your Social Security number. To help raise awareness about this growing issue, the National Foundation for Credit Counseling proclaimed Oct. 16-22 “National Protect Your Identity Week.” To […]

How to set retirement budget RS

How to set a retirement budget

October 14th, 2011 madmin

This material was prepared for Lee Curry, LPL Financial Advisor, use. If you’re approaching retirement, you’ve probably had several meetings with your financial advisor, toyed with some online retirement calculators and possibly even mapped out some planning documents. Despite all this, you’ve probably also wondered whether you really do have enough savings to retire. Creating […]

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