September 9, 2014

Identity Theft: ATM Skimming

Have you ever been at an ATM and someone came a little too close while you were making a withdrawal? Did your instincts warn you that the person was potentially trying to steal from you? While that may be how some try to skim from an ATM, there are many…[MORE]

August 25, 2014

Identity Theft: Email Scams

Similar to phone scams, fraudulent emails attempt to gather general and sensitive information from you to steal from you. Emails can be the most dangerous entryway to your personal security. Cybercriminals include links in their emails attempting to expose your computer to viruses and malicious software, which can give them…[MORE]

August 11, 2014

Identity Theft: Phone Scams

In this day and age, there are many ways that criminals can obtain confidential information in order to steal your money and your identity. Phishing is one of them and no one is immune to their attempts. This rampantly spreading scam occurs when a criminal poses as a legitimate company—often…[MORE]

June 5, 2014

Saying ‘I Don’t’ to Wedding Debt

Wedding bells are ringing, but that doesn’t mean your wallet has to be left stinging! Wedding costs are reaching an all-time high, averaging a whopping $29,858.1 It may be hard to understand how the bill can get that high for so many people, but the wedding industry is good at getting…[MORE]

March 11, 2014

10 Things We Know to Be True: Being Independent Financial Planners

We thought we would stir things up a bit, and feature ourselves as the 10 Things columnist this month. Being independent in the financial service industry is an asset.  Here’s our take on what being an independent financial firm means for us and our clients. 10 Things We Know to Be…[MORE]

January 30, 2014

The January Hangover

It’s that time of the year. The weather is cold, the holiday high is over, and the statements start rolling in from the holiday season. The holidays bring in so many ways to indulge in excess that January is often a good time to spend some time in self-review. Whether…[MORE]

January 17, 2014

Lieutenant Life Insurance

As one of the most versatile and powerful financial superheroes, Lieutenant Life Insurance uses his super strength, knowledge and ambidexterity to help meet your family’s needs as they evolve throughout your lifetime and beyond.

December 16, 2013

10 Things I Know to Be True: By Charlaine Reynolds

Charlaine Reynolds_Eldercare

This week’s 10 Things features one of our partners, Charlaine Reynolds, an elder care specialist at Age Transitions. She has worked with older adults and their families for more than 17 years in the fields of assisted living, independents at home, skilled nursing, dementia care and hospice. She is a great resource to…[MORE]

November 12, 2013

What is the Depth of Your Financial Advisor’s Knowledge?

Who is giving you advice? The Search Engine Specialist? The Product Salesman? Investment Answers believes the True Client Advocate can help you leverage sound financial planning based on your needs and goals. Check out our infographic to learn more about how we define a True Client Advocate.

October 23, 2013

Budgeting: Plan Your Life Don’t Stop Living It

Amy and Brian Lindroth

Budgeting is one of the most important skills that can help ensure financial success over a lifetime. After all, “Those who do not economize will agonize.” Confuscius So in that vein of thought, we tapped into the all-star budgeting power of our Client Relations Manager Amy Lindroth and her husband,…[MORE]

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