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Insurance Planning

Eight Ways to Improve and Maintain a Good Credit Score

Whether you like it or not, your credit score can determine how easy or how difficult it is to buy a car, buy a house, get cell phone service, or even get a job.  A bad credit score can negatively impact just about every area of your life. Sometimes, a bad credit score can result from events entirely out of your control such as illness, disability, or from the loss of a job.

Start Saving for Retirement Today

Time certainly goes by fast. One day you’re interviewing for your first job and the next thing you know you’re a few short years from applying for Social Security.

Are You Ready to Purchase Investment Property?

If you’re looking to diversify your investment portfolio, you may want to consider purchasing investment property. Depending on how hands-on you want to be, you may want to purchase real estate as a short-term investment; fixing up the property and then selling it immediately for profit.

February 2019 Producer Price Index

Prices paid by producers and wholesalers rose marginally in February 2019 according to the Bureau of Labor Statistics.  Their Producer Price Index rose 0.1 percent after declining a similar amount in both December and January.  Year-over-year, this price proxy is up 1.9 percent, declining modestly from 2.0 percent in January. 


February 2019 Consumer Price Index


Prices increased for Americans during the month of February 2019 according to the Bureau of Labor Statistics’ Consumer Price Index (CPI).  On a seasonally adjusted basis, this inflation measure increased 0.2 percent.  Year-over-year, the all items index increased 1.5 percent. 


7 Ways to Handle A Windfall

Growing up, my friends and I often attended the horse races. One afternoon, I hit an exacta and won $150 – a fortune for me at the time. I bought dinner for my friends with my windfall.

Seven Financial Blind Spots: #7 Retiring at the Wrong Time

Average Retirement Age And Early, Secure Retirement Financial Planning At Coastal Financial Advisors

Have you been thinking about when is it best for you or your spouse, if married, to retire? Do you have a retirement roadmap that tells you what is your best option for retirement? Have you considered things like inflation, increasing taxes and little retirement landmines like RMDs or required minimum distributions?

The #7 Blindspot is Retiring at the Wrong Time!

Seven Financial Blindspots: #6 Procrastination

We have all had tasks that make us think "Oh I'll just get started tomorrow", then tomorrow turns into the next day, which turns into 2 months from now.. 

There's no better time to start preparing for retirement than today!  It can take 3-5 years or more to correct some of the most expensive retirement traps we see every day in planning with our clients.

Click on the video below to learn more about Blind Spot #6!

Seven Financial Blind Spots: #5 Mortgages

The fifth Financial Blind Spot is paying your mortgage off early. Yes, it is true that there is a good sense of relief not having to write that mortgage payment every month. But, did you think about these financial consequences:

  • The mortgage deduction on your taxes is often the largest of all deductions you can take. Why not have Uncle Sam pay a portion of your mortgage for you?
  • If you have a home of just $250,000 paid for your bank is earning at least $15,000 a year in income from your money. You could be spending that income instead of your bank.
  • Did you know that once you stop working and retire it becomes increasingly more difficult to gain access to the equity in your home?

Click the video link below to learn more about Blind Spot #5! 

Seven Financial Blind Spots: #4 Taxes

Haven't you heard all along that taxes will be lower in retirement, so save as much as you can now in your 401(k) or IRA. This is the biggest tax trap we see in retirement planning and is our Blind Spot #4.

To learn more about how to avoid or correct this tax trap issue and keep more of your money in retirement click on the video below! 

Blind Spot #4 is Rising Taxes in Retirement!

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Securities offered through 1st Global Capital Corp., Member FINRASIPC. Investment Advisory Services offered through 1st Global Advisors, Inc. We currently have individuals licensed to offer securities in the states of AL, CA, FL, GA, IL, MN, MO, NJ, OH, SC, TX and VA. This is not an offer to sell securities in any other state or jurisdiction. Insurance services offered through 1st Global Insurance Services, Inc.


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