To learn more, DIAL (844) 558-7233 for a FREE copy of the latest book by Founder Casey A. Marx, a Forbes Financial Leader.

Can you afford it?

The stock market is on new highs. With Dow Jones Exceeded 20,000 in January. Posted a 300-point jump, Closing 21,000 on Wednesday March 1st. Each gain coming one at a time. The stock market volatility has been on a decline. CBOE Volatility index “Investor Fear Index” Showed investor concerns on the decline.

Continue Reading No Comments

401(K) Education

A must for retirement success, is being educated about your financials. When having a retirement saving plans, Americana’s have many options. For many, employer-sponsored plans are a primary savings, especially 401(K) plans. Not such a big surprise, right? Having a 401(K) plan has its many benefits, tax-deferred accumulation, a high contribution limit for pre-tax savings, and in many situations an employer match.

Continue Reading No Comments

GetSafe
www.ethics.net

We adhere to a code of ethics with a strong commitment to serving our industry with honesty and integrity.