June 25, 2016

Laying the Groundwork for Financial Success

Laying the Groundwork for Financial Success From time to time, I get people in my office that are just starting out in life or they’ve gone through a bankruptcy or something of that nature and they’re ready to change their future. Perhaps you’re in that category yourself and you’ve spent far too long spinning your wheels on how to make your money work for you and you’re ready to say, “I’m tired of this and I want to be successful.” If that’s you, then you’re already on the right path, because in order to have financial success you have to realize what prevents financial success and you’ve obviously already done that. So where do you start? Get a Plan—I know I harp on this all the time but it really is paramount to success. If you hop in the car without a place to go you’ll likely end up nowhere and just run out of gas. It’s the same situation financially. You can’t get to where you want to be if you don’t know where you’re going and eventually you’ll just run out of steam feeling defeated. So get a plan! Realize the power of transference—When I talk about transference, I’m talking about […]
June 20, 2016

Retirement, College, Weddings: Can I Save/Pay for it All?

“If I only had more money then I’d be able to do this”. That’s a misnomer. The truth is you’ll never have enough money, and that’s on all income levels, if you don’t have a plan. Perhaps you went online and used a retirement calculator and now you’re thinking, “I need to save this much for retirement and I need to save this much for my kids college and my daughter’s going to get married and I have to put some money away for that and I need to put some money back for insurance and forget going on vacation!” You’re basically just overwhelmed like most people are. They ask, “How in the world can I save enough money for everything all at once?” My answer is simply this…the same way you would eat an elephant…one bite at a time. The problem when it comes to saving for all the various life events is this, people start, but they aren’t discipline enough to see it through. It’s just like the same New Year’s Resolution you’ve made for the past 20 years…when it gets to be too much you just quit. The task is so daunting and we’re not prepared to tackle […]
June 3, 2016

What Should I Do When the Stock Market is Going Up and Down?

What Should You Do in a Volatile Market? The stock market moves up and down; sometimes rapidly. Justin Goodbread, CFP(R), addresses what we should and should not do in volatile markets. Knoxville based Wealth Management Firm Heritage Investors works with select successful business owners and retiree’s by building comprehensive financial plans. So above we have give you the tips on what to do or what not to do when stock market moves up and down. If you not watched the video yet then please watch it now for the full tutorial. If you like our videos then share it with your family and friends and support us to provide you such useful information continuously. Thanks a lot for landing on this video post about “What Should You Do in a Volatile Market?”.
April 19, 2016

VIDEO: What kind of life insurance should I purchase?

What kind of life insurance should I purchase?   In this video, Justin Goodbread, CFP(R), answers a clients question.  What type of life insurance should I purchase.  Heritageinvestor So after watching the video, have you choosed or decided which insurance plan you should purchase? We are sure you would get many ideas after watching the interesting and useful video given above. We are sure you gonna shine after implementing the tips given in the video in your real life. Discuss the tips with your friends, family or colleagues and spread the knowledge among all. If you are enjoying reading our article and watching the video lectures then please recommend these to other also. We are sure after watching the lecture given above you will surely gonna choose a perfect insurance plan for you and your family. If you did not watch the video yet then watch it now, just click on the video given above and watch. If you like the video then please keep sharing it with others and also tell us about your views, because it will help us to improve our contents and way of expressing the tips. So keep sharing the videos and articles with others and subscribe […]