First Financial Insights

Saving for Retirement at 50
Scott Sommers

Saving For Retirement At 50

Saving for retirement is one of the most important baseline financial steps you must take in order to have a successful retirement. As basic as

graph showing dividend stocks for retirement income
Greg Welborn

Best Dividend Stocks For Retirement

Dividend Stocks For Retirement When creating a retirement investment plan, look no further than dividend stocks. Dividend stocks can provide a great way to build

Crash Proof Retirement Piggy Bank
Scott Sommers

The True “Crash Proof” Retirement

“Crash Proof” Retirement Several financial advisors offer “crash proof” retirement programs, and understandably it is an enticing offer. Who wouldn’t want a “crash proof” retirement?

how to attain real wealth
Greg Welborn

How To Attain Real Wealth

Real Wealth There’s a lot of talk about wealth – how to create it, grow it, keep it – but we often wonder if people

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

Understanding Annuities

Financial Guide

Understanding
Annuities
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Ready to Talk?

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

Ready to Talk?

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

A concept image illustrates the concept of a recession, with a downward-trending graph on a background of charts and financial indicators.
Greg Welborn

What is a Recession, Exactly?

Recessions are an unfortunate fact of life. These economic downturns happen occasionally, and the broad economic factors that cause them are outside of any single

A man next to a piggy bank looking puzzled
Chris Siraganian

Managing a Financial Windfall

Sudden wealth is a blessing to many, but sadly it becomes a burden for too many people and has actually ruined lives. You would think

Understanding Annuities

Financial Guide

Understanding
Annuities
Download

Categories

Ready to Talk?

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

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