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Posts about Investing & Retirement (4)

A grandmother reads to her two granddaughters

Protect What Matters with the Right Life Insurance

By: American Heritage 09.12.19 3 minute read Investing & Retirement

It’s never an easy thing to think about, but it’s something you need to consider: If you were to die, who would provide for your loved ones? Unless you’ve built a large nest egg that your kids or other family members can inherit, having a life insurance policy may be key to keeping your loved ones financially protected if you pass away. You may put off this important financial step because it seems like a hassle. But the truth is, finding and getting the right policy is probably easier than you think, and there are options for every budget.

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A person uses a calculator to make sense of their finances

Rates, APRs, and Dividends: What They Are & Why They Matter

By: American Heritage 06.06.19 3 minute read Investing & Retirement

When you’re applying for a loan, shopping for an account, or listening to a finance pro, you’re bound to come across a lot of financial jargon—but rarely a clear explanation of what these terms mean. A solid understanding of key banking concepts like rate, APR, and dividend is crucial to making smart financial decisions—and can help put more money in your pocket (and keep it there).

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Questions To Ask Your Financial Advisor

By: American Heritage 01.02.19 3 minute read Investing & Retirement

Between paying off student loans to thinking about buying a home, your 20s is a time filled with change, excitement, and yes, lots of financial decisions. With those financial decisions, comes questions like, “Which debt should I pay off first?” or “How do I secure the best mortgage for me, and one that I can afford?” As you deliberate on these various decisions, securing a financial advisor may be a good strategy, one that can help you navigate these big life changes. The first step to getting a financial advisor? Do your homework and ask the right questions. To help you get started, our team has outlined our top 7 questions for a financial advisor below.

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