First Financial Insights
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
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
Can A Financial Advisor Really Help?
Can A Financial Advisor Help You? Can a financial advisor help you in a meaningful way? The short answer is yes but, we do in
How To Avoid Running Out of Money In Retirement
Avoid Running Out of Money In Retirement Life is full of things to worry about, and a recent survey showed that two-thirds of people are
How to Achieve Financial Security in 7 Straightforward Steps
How Do You Achieve Financial Security? The short answer is you need a solid financial plan to achieve financial security, which is true at any
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
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
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
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
Financial Recession: Top 3 Things to Do
If you have been listening to the news there seems to be a lot of discussion about an impending financial recession. We at First Financial
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
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
Where To Invest For The Rest of 2019
Everyone seems to be asking this question; at least that’s the conclusion you draw if you look at the quantity of Google searches – where
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 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
Annuities Here, Annuities There… Buyer Beware!
With interest rates still near historic lows, and stock market volatility near all-time highs, it’s little wonder that fixed indexed annuities are being hyped to
How to Become a Millionaire
https://player.vimeo.com/video/331107939 Do You Want To Be A Millionaire? Do you want to be a millionaire? Of course, that’s a silly question because most people would
Bull Markets We Have To Bear
On March 9th, 2019, we celebrated 10 years of a bull market, making it the longest bull market on record. March 2009 told a different
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