Author archives for Chelsi Balfour

    Let’s Talk About Midterm Elections and Your Investments

    Blog

    Let’s Talk About Midterm Elections and Your Investments

    This week was midterm elections and we’ve had many questions about what it all could mean, which we’ll tackle in today’s blog. We consider it a great honor to vote, and while we may not know the final results of the election for days (or even months), what we do know is the election will …

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    Health Insurance

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    Health Insurance

    Why is health insurance important to your financial health? Health insurance is an assurance of a person’s financial security against unforeseen life events.

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    Child Life Insurance

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    Child Life Insurance

    Becoming a parent is something most couples look forward to, everyone wants their kids to live long and healthy lives. Which is why child life insurance is not usually a priority. However, it is worth considering, as it can lock in low rates.

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    Work hard, Play Harder

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    Work hard, Play Harder

    You are done with college and working in your potential forever career. What are you saving up for… is it a new house, a new car, a new golf cart, a wedding, a baby on the way? Now is the time to start budgeting for your future.

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    4 Documents You Need to put in place NOW to help you prepare for Retirement

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    4 Documents You Need to put in place NOW to help you prepare for Retirement

    Preparing these documents will help make difficult decisions easier on yourself and your heirs. Documents and directives have become a part of modern life. You might have documents proving you own your house, showing the terms of your mortgage and detailing the agreement for your credit car …

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    Financial Items to Consider After the Passing of Your Spouse

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    Financial Items to Consider After the Passing of Your Spouse

    The loss of a spouse can be one of the most devastating events in your life. You are often overwhelmed and faced with several financial tasks that require immediate attention. These financial tasks can be very stressful especially if you did not play an active role in your finances.

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    Need Less Chaos in your Christmas?

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    Need Less Chaos in your Christmas?

    The Christmas season is upon us! This year the Christmas season and holiday shopping look is very different for a lot of us. One of the best pieces of advice I have been given over the years to simplify gift giving by purchasing 4 primary items for each child in your household. This allows …

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    A Season for Gratitude

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    A Season for Gratitude

    The season of gratitude is upon us when the calendar flips to November. Gratitude is something we should practice every day, but it seems to come easier once November hits and Thanksgiving is around the corner. If you are looking to practice more gratitude in your life this holiday season, …

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    Life insurance

    Blog

    Life insurance

    Life insurance is something that most people think about and know that they probably should have but is often something that gets put off.  Life insurance for young and healthy individuals is affordable and can provide you with peace of mind.

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    Traditional IRAs vs. Roth IRAs

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    Traditional IRAs vs. Roth IRAs

    Most people save for retirement by contributing to their employers’ retirement plan such as a 401(k) or a 403(b). Most people don’t think of contributing to an IRA.

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