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Top 10 Questions to Ask Your Financial Planner

Once you’ve saved up a reasonable nest egg, it may be time to go looking for a dedicated financial advisor to help manage your portfolio. Finding someone to trust with such an important responsibility can be daunting. After all, this person or firm will be able to trade with your money and could make or […]

#accounting professional#financial planning#investment tips

Written by prositesfinancialJun 4 • 4 minute read

Considering Life Insurance? Here are 9 Key Factors to Check

Buying a life insurance policy is a very big deal. It’s perhaps one of the biggest financial decisions you’ll make in your lifetime. It is important to do some research to make sure you have the right policy to cover the expenses you need. Weeding through the jargon and complex fine print of the insurance […]

#life insurance#personal finance

Written by prositesfinancialMay 20 • 4 minute read

Can Millennials Count on Receiving Social Security Benefits?

While our grandparents’ generation counted on social security almost without question, times have changed, and most millennials now have their doubts. If you are a Millennial and are concerned that social security benefits may not be there waiting for you when you retire, you are not alone: according to a 2017 Annual Transamerica Retirement Survey, […]

#retirement planning

Written by prositesfinancialMay 7 • 3 minute read

6 Simple Tips for Young Investors Saving for Retirement

When you are young, it can be incredibly tempting to put off saving for retirement. Retirement seems like this distant, irrelevant dream that couldn’t be less relevant to the needs of the present. Yet, saving early and often is one of the biggest keys to success and a happy retirement. If you want to enjoy […]

#financial planning#investment tips#retirement planning

Written by prositesfinancialApr 22 • 4 minute read

Credit Card Negotiation Options and Risks

Credit card debt is one of the most pervasive financial issues faced by Americans, with the average credit card balance as of 2016 being $5,551. If paying off your credit card debt is proving to be a substantial challenge, or worse is making it difficult to pay critical household expenses such as groceries, rent, medical […]

Written by prositesfinancialApr 17 • 4 minute read

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