Joanne Shaw
CFP®
CFP®
Here are some essential strategies that will help you achieve financial independence. As the graph indicates, it is important to get solid advice to guide you with financial strategies incorporating planning values such as those noted. Separate your savings from …
Financial products and services address specific needs in your financial plan and help you build a successful business. As an advisor, I can access a broad range of insurance, investment, employee disability, and group benefits to help meet your individual …
Understand your risk tolerance Each of us has a personal level of risk tolerance which indicates how much risk one is willing to take while investing in markets that always go up and down. Your advisor can help you establish your own unique governing guideline.
When a co-owner/partner dies, the surviving business owners usually have five options in dealing with the deceased owner’s business interest: 1. Buy out the heirs of the partner with Life Insurance proceeds. This is usually the most preferred option. After …
Many do-it-yourself (DIY) investors who do not use an investment advisor may have missed excellent returns as the market has revived beyond expectations. Interest rates were up, US banks were failing, and recession fears had loomed since January 2023. Fear …
Two strategies protect shareholders against the liabilities of another significant shareholder becoming disabled.
Volatility is when prices of stocks and equity funds increasingly shift in value up or down.
Life insurance has been called the foundation of your net worth. If you have a spouse or children, the initial stages of your financial strategy should include adequate life insurance coverage.
If you are an investor who remembers the mortgage debt crisis of 2008-9, you know that the stock market lost significant value. From an investment standpoint, the real downside occurred when some investors sold off their equity holdings due to …
Make Sure Your Home is Fully Secure Consider the following measures to take to ensure your home’s security: • Change all the locks when you buy a new home. • Add deadbolt locks and window locks where necessary. • Consider …
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