Broker Check

Videos 

The Retirement Savings Dilemma 

 

Personal Economic Model

All investing involves risk, including the possible loss of principal.  There is no assurance that any investment strategy will be successful.
 

10 Minute Lesson 

The cost and availability of life insurance depend on factors such as age, health, and the type and amount of insurance purchased. Before implementing a strategy involving life insurance, it would be prudent to make sure that you are insurable by having the policy approved. As with most financial decisions, there are expenses associated with the purchase of life insurance. Policies commonly have mortality and expense charges. In addition, if a policy is surrendered prematurely, there may be surrender charges and income tax implications.
 

College Funding 

Mortgages

All investing involves risk, including the possible loss of principal.  There is no assurance that any investment strategy will be successful.

The examples and illustrations in the videos are hypothetical only, and do not represent the actual performance of any particular investments. Investments in securities do not offer a fixed rate of return.  Principal, yield and/or share price will fluctuate with changes in market conditions and when sold or redeemed, you may receive more or less than originally invested.

For a comprehensive review of your personal situation, always consult with a tax or legal advisor.  Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.