First Financial Insights

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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

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Economic Commentary During Crazy Times

Crazy is probably the best word to use in describing 2020 and the first couple of weeks of 2021. One year ago, nobody would have

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Building an Investment Portfolio from Scratch

Building an investment portfolio from scratch usually means you have little or no, experience. Perhaps this is your first foray into the world of investments;

Thanksgiving Commentary – Gratitude In Difficult Times

These are difficult times. Nobody surveying the scene in January and February of this year could have predicted what we’ve all just experienced. In fact,

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?

A magnifying glass hovering over the letters '401k plan', featuring a calculator and pen.

What Happens to 401k When You Quit?

You may be asking yourself, “what happens to my 401k when I quit my job?” “Do I lose the benefits of my old 401k plan?”

Economic Commentary – Where Are We Going

Any economic forecasts of where we are going must be prefaced by acknowledging where we were and where we are now. Where We Were We

Pension options give you plan choices for how you want to receive your benefit with common pension payment options as monthly distributions or lump sum payments.

Which Pension Option Should You Choose

Which Pension Option Should You Choose If you have a pension and are retiring or changing jobs, you have a very important decision to make.

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

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Can You Trust Your Financial Advisor?

Can You Really Trust Your Financial Advisor? Life is getting busier and more complicated, so it’s not surprising to learn that more and more people

Economic Commentary – Coronavirus Truths

Coronavirus Truths Concern over the Coronavirus continues to hit financial markets. The decreases in the Dow Jones Industrial Average and the S&P 500 indexes are

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 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

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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

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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