August 2017 | The Resource Center

Posted August 31, 2017

How To Successfully Purchase Insurance For The First Time

How To Successfully Purchase Insurance For The First Time Transitioning from being on your parents insurance to having your own can seem a bit frightening. Here are a few tips to help guide you [...]

By Bruce Porter

In Tips, Financial Planning

Posted August 30, 2017

What Should You Do with Lottery Winnings? Consider Setting Up a Trust

What Should You Do with Lottery Winnings? Consider Setting Up a Trust Everyone dreams of being the next Powerball winner or the next Mega Millions winner to hit the jackpot. As the prizes get [...]

By Bruce Porter

In Ozarks Live, Financial Planning

Posted August 28, 2017

#2 Healthcare -10 Things You Need To Know To Plan Your Retirement Income

#2 Healthcare- 10 Things You Need To Know To Plan Your Retirement Income Healthcare expenses may increase: Inflation and the unknown of the healthcare system is a good indicator that healthcare [...]

By Bruce Porter

In Ozarks Live, Financial Planning

Posted August 23, 2017

#1 Planning -10 Things You Need To Know To Plan Your Retirement Income

#1 Of 10 Things You Need To Know To Plan Your Retirement Income Plan for a long retirement: A man turning 65 today can expect to live until age 84.3. A women turning 65 can expect to live [...]

By Bruce Porter

In Ozarks Live, Financial Planning

Posted August 18, 2017

10 Thing You Need To Know Before Retirement

10 Things You Need To Know Before Retirement To start planning your retirement you need to know what your goals and objectives are. Ask yourself: what am I trying to accomplish? Retirement is [...]

By Bruce Porter

In Insurance Advice

Posted August 16, 2017

How Often Should You Shop Your Own Insurance Coverage?

How Often Should You Shop Your Own Insurance Coverage? Once you have a policy, it’s easy to forget that your insurance needs may change; rates may be different, etc. However, it’s important to [...]

By Bruce Porter

In Ozarks Live, Financial Planning

Posted August 7, 2017

How Can I Determine If I Should Retire Early? Part 2

How Can I Determine If I Should Retire Early? Part 2 “I wanna retire early, not sure if I can.” “What should I be thinking about.” This is part 2 of our series. To recap: [...]

By Bruce Porter

In Ozarks Live, Financial Planning

Posted August 7, 2017

How Can I Determine If I Should Retire Early? Part 1

How Can I Determine If I Should Retire Early? Part 1 Everyone’s dream…to work, then to retire and play and travel and do stuff we want! This post is going to review the 3 of 6 top [...]

By Bruce Porter

In Ozarks Live

Posted August 4, 2017

Don’t Get Caught In These Popular Scams

Don’t get caught in these popular scams “I just received a call notifying me that I won a lottery of one million dollars. From a ticket that I failed to claim. All I need to do is [...]