What Does the Secure Act Mean for Individual Investors?
Doug English, CFP®, discusses 3 provisions in the SECURE Act that impact individual retirement accounts.
Don’t be worried! Have a plan.
Is market uncertainty making you worried? Check out what Doug English, CFP® has to say about what you can do to ease your anxiety.
Stick to Your Financial Plan
When the market fluctuates, don’t let fear determine your course of action. Stick to your financial plan and listen to the facts. Take a minute to listen to Doug English, CFP® talk about the recent market activity. To learn more or schedule an appointment with Doug, visit our website at…
Tuning Out the Noise
The right financial advisor can play a vital role in helping you tune out the media noise and focus on actions that can improve your investment outcome.
Talk to Your Family About Your Estate Plan
This holiday season, take time to talk to your family about your financial decisions and how your estate plan involves them. Our secure online digital Vault can make this easier. Talk to us to see how we can help.
5 Questions to Ask Your Advisor ~ How do you get paid?
Wes Johnson of ACT Advisors discusses five questions that you should be asking when you’re choosing a financial advisor. Today’s question: How do you get paid?
Two Uncommon Early Access Options for your Employer Sponsored Plan
Pat Latta of ACT Advisors discusses two early access options for your 401(k) / 403 (b) that you may not have considered. Learn more by scheduling an appointment to speak with Pat about your financial future. act-advisors.com/about-us/our-team/pat-latta/