Patience Truly Is a Virtue — Investors Hurt by a Lack of Discipline
(Graphic | Courtesy of Cornerstone Financial Planning) For most of us, achieving a financially secure…
Author Ed Wettig, CFP — United Financial Northwest
Ed Wettig, CFP — United Financial Northwest
Provided by Ed Wettig, CFP, United Financial Northwest, which offers investment management, financial planning and retirement income strategies. Representative is registered with and offers only securities and advisory services through PlanMember Securities Corporation, a registered broker/dealer, investment advisor and member FINRA/SIPC. 6187 Carpinteria Ave, Carpinteria, CA 93013, 800-874-6910. United Financial Northwest and PlanMember Securities Corporation are independently owned and operated. PlanMember is not responsible or liable for ancillary products or services offered by United Financial Northwest or this representative.
Required Minimum Distributions — What You Need to Know
(Photo | Pexels) You cannot keep retirement funds in your accounts indefinitely. You generally must…
Three Mistakes to Avoid in Retirement
(Photo by Andrea Piacquadio) Have you set 2023 as the year you will retire? Every…
The Giving Season
Six Tips for Making Smart & Effective Charitable Donations This Holiday Season The holidays are…
Social Security Boost
Every fall, the Social Security Administration makes an announcement that has a major impact on…
Maintaining a Long-term Focus — The Stock Market’s History of Volatility & Growth
(Graph | Courtesy of Cornerstone Financial Planning Group) Given the recent stock market volatility, I…
Choosing Your Account Beneficiary — Errors can be Costly to your Heirs
(Photo | Pixabay) Proper designation and regular review of your retirement account beneficiaries are essential…
Steps to Free Yourself from Debt
(Photo | Pixabay) With a potential recession looming, inflation at a 40-year high, and interest…
Behavior Science & Your Portfolio
(Photo | Pexels) It is interesting to note that loss aversion is a term used…
Dollar Cost Averaging — A Potential Upside of Down Markets
(Graph | Courtesy of Cornerstone Financial Planning Group) Even for the most experienced investment professionals,…