How We Became Lake Ridge Bank
We knew right from the start that one of the most important decisions we would need to make was what to name our new bank.
If you’re like many people, your understanding of how an annuity works probably looks something like this: You give an insurance company a sum of money, and the insurance company returns the funds to you as a monthly payment for the rest of your life. While accurate, that understanding encompasses only what are referred to as immediate annuities – there are other types available that may be more beneficial in certain circumstances.
Trying to time the market is generally not in an investor's best interests. A better strategy is to bucket and diversify.
Financial modeling and scenario analysis can be the key to helping you choose your own financial adventure.
For the self-employed, there is a tax-advantageous retirement-saving vehicle that goes beyond the standard Roth and simple IRA: the solo 401(k).
A full banking relationship offers peace of mind by saving time, money, and stress.
For couples, and even business partners, sharing the same priorities regarding how, when, and where to spend money can be critical to happiness & success.
When buying a house or making any big purchase together, it’s important for couples to be on the same page financially.
Jumpstarting your net worth comes down to a couple of key things: mindset and behavior.
In this presentation, State Bank of Cross Plains trust officer Jeff Supple explains recent IRA rule changes and their tax and planning consequences.
Perhaps the only thing that is certain is, at this point, uncertainty, and that means, at least in investment terms, more volatility on the horizon.
Your 401(k) plan is likely a primary source of retirement income security. Are you doing everything you can to maximize this source of retirement income?
With regard to 401(k)s, many make the critical error of assuming that, once they've set their contribution percentage, there's nothing else to consider.
How would you feel about getting your money to work harder for you? The “trick” is getting the math of compound interest on your side.
In 2020, we've seen market rallies, crashes, and rallies once again. If there ever were a time when staying the course was appropriate, this is it.
Many investors spend time researching the “best” funds available, but fail to "mix" them in such a way that optimizes their portfolio.
Building wealth and financial freedom is simple. It doesn't require a large up-front investment, and is achievable with these 10 common sense principles.
Over the last few weeks, more people are beginning to feel financial strain. Consider these tips to help you create some stability within your finances.
Financial decisions nearly always involve trade-offs. In securing future security, there is no substitute for a well-crafted plan.
How do you go about creating an investment portfolio? What investments are right for you? What resources are there to help you with investment decisions?
Wealthways is a casual, weekly conversation centered around female empowerment, moving upward, and all things wealth. Listen in as guests explore their own definitions of wealth – be they in terms of money, experience, wisdom, or any other multitude of things – and their personal journeys to achieving it.