Investing

Recent Posts

Six Common IRA Mistakes to Avoid

Knowing the common IRA mistakes to avoid could save you thousands of dollars over your lifetime. We’ll cover 6 of the most common mistakes in this article.

4 Common Money Mistakes to Avoid

Are you making money mistakes as you pursue your goals? Here are four of the most common money mistakes people make as they ready for retirement.

The SECURE Act and What it Means For You and Your Family

What is the SECURE Act? (Setting Every Community Up for Retirement Enhancement) And what does it mean to you and your family? We help you understand, and also offer free workshops for more information. https://connectionsfinancialadvisors.com/upcoming-events/

5 Mistakes to Avoid in Beneficiary Designations

Naming a beneficiary can be an easy way to ensure your loved ones will receive their inheritance directly without waiting until the rest of your estate has settled.  But beneficiary designations can also be problematic so you should make sure they are correct since mistakes can be costly.  Here are five critical mistakes to avoid when dealing with your beneficiary designations.

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Sure. We advise clients on investment management, retirement planning, and other financial matters to help manage what they have. Because, many people save and invest, but they aren’t really sure they’ll have enough assets to be comfortable and do what they want in retirement or later stages of life. We show them whether they are on target or not. We can help you, too.

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