First Financial Insights

working with a financial planner
Chad Germann

Working With a Financial Planner

Working with a Financial Planner: It’s Not just Business, It’s Personal What do you picture when you think of financial planning? Spreadsheets? Graphs? Investment management

Understanding Your 401k
Danny Beckwith

Understanding Your 401(k)

412 This BenchTalk is all about understanding your 401(k) plan. At its core, a 401(k) is a type of retirement savings plan that companies will

best financial investments in 2020
Greg Welborn

Best Financial Investments in 2020

What were the best financial investments in 2019? This is the question that many people ask in the hopes of finding that secret formula for

Greg Welborn

How To Design Your Investment Portfolio

Long-term Bedrock Principles How do you successfully build and manage an investment portfolio to accomplish long-term goals?  This is a critical question that too often

Danny Beckwith

Can You DIY Your Finances?

Can you DIY your personal finances? By now, most of us are familiar with the term DIY or “do-it-yourself”.  The idea behind DIY is essentially

how to pay for college
Chris Siraganian

How To Pay For College

Parents and students all across the country continue to wonder how they are going to pay for college. Over the last thirty years, the cost

Greg Welborn

Should You Hire A Local Financial Advisor?

There are so many things to consider when hiring a financial advisor – competence, experience, ethics, objectivity & independence, etc.  The list can be quite

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Greg Welborn

Equifax Data Breach Settlement

Equifax, one of the largest credit reporting agencies in the country, has finally reached a settlement with the Federal Trade Commission, the Consumer Financial Protection

Chris Siraganian

Investment Checklist: step one, have cash flow?

https://player.vimeo.com/video/352369173 Investment Checklist What is investing? We all hear about the great investors like Warren Buffett, Jack Bogle, and Benjamin Graham. Hollywood portrays these investors

First Financial Consulting

Retirement Accounts 101

  Retirement accounts and Investment accounts allow people to get the best of both worlds when investing for their future. Both retirement and investment accounts

financial wisdom video
Danny Beckwith

Financial Wisdom and Fee Only Advice

https://player.vimeo.com/video/324755411 Value of Fee-Only Advice After being in the business for a while now, I have found that most people really don’t know what we

Understanding Annuities Guide

Financial Guide

Understanding
Annuities
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Let’s schedule a time to learn about your needs and retirement plans.

Let’s schedule a time to learn about your needs and retirement plans.

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