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Jennifer Demellweek

June 23, 2018

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Financial News

Preparing for retirement – What’s risk got to do with it?

Are all investments suitable for all people? Intrinsically, we know that they are not – but why?

By Kathi Dunlap
Faith Investment Services

Bluffton, 419-358-4207

Financial advisers are required by most investment regulators (such as FINRA, SEC, etc.) to “Know Your Client.” This requirement to “Know Your Client” (KYC) includes knowing his or her tolerance for taking risks. Are all investments suitable for all people?  Intrinsically, we know that they are not – but why? 

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Building a financial future

Becoming intentional and organized with spending, saving, and investing is crucial for building financial security

By Orrie Augsburger
Adviser Assistant at
Faith Investment Services
Bluffton, 419-358-4207

Controlling your finances is the cornerstone to establishing a secure financial future.

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Life insurance for young children

Obtaining a small policy now could save you or your dependents from unplanned financial strain in the future

By Orrie Augsburger
Adviser Assistant at
Faith Investment Services
Bluffton, 419-358-4207

It may seem silly or morbid to purchase a life insurance policy for your young children. It is not a pleasant thought to think that you may potentially make a claim on the policy.

However, purchasing life insurance for a child is not just for having a death benefit when they are young. In fact, one of the significant advantages is financial security through continued insurability.

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Who needs life insurance?

Ask yourself, financially, could my family afford me not being around?

By Orrie Augsburger
Adviser Assistant at
Faith Investment Services
Bluffton, 419-358-4207

Purchasing Life Insurance is not the most exciting product to buy. Some people argue that it is not a worthwhile investment. Plus, it is not easy or ‘comfortable’ discussing the “what if” scenarios that coincide with the need for life insurance.

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Rollover or play dead?

Why rollover? Here's some reasons

By Gary Reese
Faith Investment Services
Bluffton, 419-358-4207
www.myfaithinvestments.com

Excerpted from 8 Reasons to Roll Over Your 401(k) to an IRA
on Investopedia, edited

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“Crisis of the Day”

From Faith Investment Services

By Gary Reese
Faith Investment Services
Bluffton, 419-358-4207

www.myfaithinvestments.com

When the evening news dishes up a “crisis of the day” it is very easy to feel like nothing is secure.

The political world has upheaval, the economic world is uncertain and confusing.  It can be very easy to feel afraid. However, fear can cause us to make irrational decisions that are not good for us in the long-term.

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