lump sum

April 13, 2018

How to Know if You Should Invest in a Lump Sum or Dollar-Cost-Average

If you've come into some money, how should you invest it? Lump sum or dollar-cost average? Tune in ... Read More

February 27, 2015

This week, your Money Guys tackle a question often asked by their clients in regards to retirement ... Read More

When you experience the loss of a loved one there are so many things to deal with financially. How can a financial advisor help you with settling an estate? youtube.com/watch?v=… #moneyguyshow #estateplanning #financialpreparation #leaveyourlegacy

Are you and your loved ones financially prepared and protected for when you pass on? youtube.com/watch?v=… #moneyguyshow #estateplanning #financialpreparation #leaveyourlegacy

Keep it simple, Sam or Sally! Do you want to KISS your complicated financial life good-bye? Then check out this week's episode of the Money Guy Show as we share ways to simplify your finances. youtube.com/watch?v=… #moneyguyshow #simplifyyourfinances #debtmanagement #moneygoals