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Top Habits of Financially Successful People
26Jul

We’ve all heard the term “get rich quick.” In most cases, this is more of a dream than a reality. Shortcuts to accumulating wealth rarely pay off, unless you are lucky enough to win the lottery. Even if you spent your working years being financially wise and building a strong financial foundation, retirement is a time to maintain that foundation, not sit back and let things go. Since taking financial shortcuts won’t get you where you want to be, implement some tried and true financial habits to get you one step closer to financial independence.

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Our 2017 Mid-Year Economic Update
12Jul

Believe it or not, we are halfway through 2017! After a tumultuous and exciting end to 2016, the first half of this year has brought strong global and U.S. markets. Even with unpredictable international political events and tragedies, markets have remained unusually calm. Let’s take a look at how various aspects of the economy are faring in 2017 so far.

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Five Common Ways People Lose Their Retirement Savings
01Jul

When you’ve saved your whole life, you usually want to protect your assets at all costs. Regardless of whether you are nearing retirement or already there, you desire to preserve what you have diligently worked for. While some factors are out of your control, such as market movements, there are certain behaviors that could result in your nest egg diminishing. Here are some ways you could run into retirement trouble:

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When Was the Last Time You Updated Your Life Insurance?
26May

Life insurance is one of those things that you purchase and then forget about. The only time it crosses your mind is when the annual premium is due, and even then it is fleeting. But that isn’t a very good strategy. As you go through life, passing from one season to the next, your life insurance needs change. Product offerings also change over time as providers continually seek to improve.

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See a Sample Financial Plan
05May

When’s the last time you made a major purchase sight unseen? You most likely haven’t. It would be incredibly risky to buy a car without driving it first, or put an offer on a home you haven’t walked through. So why should you pay for a financial plan without knowing what to expect?

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Where Are Your Old 401(k) Accounts?
24Apr

Employer-sponsored retirement accounts are an incredible asset to help you reach your retirement savings goals. These 401(k) plans offer a tax-advantaged way for you to save, often with matching contributions from the employer and multiple investment options. But 401(k)s can be problematic if you change employers, which many Americans do, sometimes more than eleven times throughout their career!

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David Willett is registered with, and securities offered through, LPL Member FINRA/SIPC.  Investment advice offered through Trilogy Capital, Inc., a registered investment advisor.  Trilogy Financial and Trilogy Capital Inc. are not affiliated with LPL Financial.  /  CA Insurance License #OE60003

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