June 2022
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Monday, June 20th

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Getting Ahead
Tips for Setting Up a Loan Repayment Schedule
Steps you can take to pay down and pay off outstanding debt

If you have multiple loans at once, repayment can get particularly tricky. But if you know how to set up a loan repayment schedule, you’ll never miss a beat.

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How to Save for Retirement Without a 401(k)
Alternate options for saving for retirement

If your employer doesn’t offer retirement benefits, the following options can help you retire comfortably.

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The Basics of Boat Insurance
A look at what boat insurance covers and whether you need it or not

Insuring your boat is the best way to protect an investment that you worked so hard for, keeping you protected in case you run into some manner of choppy waters.

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Business Banking
How to Form an Investment Objective
Creating a portfolio that matches your financial goals


Forming an investment objective can help you translate your financial goals into a concrete strategy.

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How Do Annuities Work?
Understanding this unique investment vehicle


While an annuity can help you live comfortably in your golden years, they aren’t always the right choice for every investor.

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News & Events
What to Know Before Buying an Old Home
Things to consider before purchasing an old home

If you are considering buying an old home, consider the following issues before you sign the contract.

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Lifestyle
Best At-Home Workout Equipment
Skip the gym and get your fit on at home with these must-haves

You don’t have to find time to go to an expensive gym when you’ve got affordable and easy-to-use workout equipment at home.

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Tips for Organizing Your Suitcase
Use these methods to be efficient when packing

To be as efficient as possible, follow these tips for organizing your suitcase.

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Disclaimer - All content contained in this newsletter is for informational purposes only and should not be relied upon to make any financial, accounting, tax, legal or other related decisions. Each person must consider his or her objectives, risk tolerances and level of comfort when making financial decisions and should consult a competent professional advisor prior to making any such decisions. Any opinions expressed through the content in this newsletter are the opinions of the particular author only.
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