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WSFG Blog

Understanding Mutual Fund Share Classes

Submitted by Wealth Strategies Financial Group on May 8th, 2019

When investing in a mutual fund, you may have the opportunity to choose among several share classes, most commonly Class A, Class B, and Class C. The differences among these share classes typically revolve around how much you will be charged for buying the fund, when you will pay any sales charges that apply, and the amount you will pay in annual fees and expenses.

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Properly Insuring Your Business

Submitted by Wealth Strategies Financial Group on May 8th, 2019

No matter how careful you are in running your business, accidents happen. And no matter how big or small your business, you'll have to plan for these and other risks if you want your business to thrive. One way to do this is with insurance.

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When You Apply for Insurance, Your Credit History Counts

Submitted by Wealth Strategies Financial Group on May 8th, 2019

Did you know that insurance companies typically consider your credit history, whether positive or negative, when you apply for auto or homeowners insurance? Insurers may use your credit information when deciding whether to approve your insurance application and when determining the premium you'll pay.

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Should I accept my employer's early retirement offer?

Submitted by Wealth Strategies Financial Group on May 1st, 2019

Balancing a Retirement Portfolio with Asset Allocation

Submitted by Wealth Strategies Financial Group on May 1st, 2019

The combination of investments you choose is as important as the individual investments themselves. In fact, many experts argue that it's even moreimportant, since the mix of various types of investments accounts for most of the ups and downs of a portfolio's return.

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Deciding What to Do with Your 401(k) Plan When You Change Jobs

Submitted by Wealth Strategies Financial Group on April 24th, 2019

When you change jobs, you need to decide what to do with the money in your 401(k) plan. Should you leave it where it is or take it with you? Should you roll the money over into an IRA or into your new employer's retirement plan?

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How should I structure my retirement portfolio?

Submitted by Wealth Strategies Financial Group on April 24th, 2019

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What does the term "qualified plan" mean?

Submitted by Wealth Strategies Financial Group on April 22nd, 2019

 

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ABCs of Financial Aid

Submitted by Wealth Strategies Financial Group on April 17th, 2019

It's hard to talk about college without mentioning financial aid. Yet this pairing isn't a marriage of love, but one of necessity. In many cases, financial aid may be the deciding factor in whether your child attends the college of his or her choice. That's why it's important to develop a basic understanding of financial aid before your child applies to college.

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Estimating Your Retirement Income Needs

Submitted by Wealth Strategies Financial Group on April 17th, 2019

You know how important it is to plan for your retirement, but where do you begin? One of your first steps should be to estimate how much income you'll need to fund your retirement. That's not as easy as it sounds, because retirement planning is not an exact science. Your specific needs depend on your goals and many other factors.

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Wealth Strategies Financial Group is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.

Certain individuals associated with Wealth Strategies Financial Group are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA / SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA's BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives.  Only registered persons who are registered as investment advisor representatives use titles "advisor" or "financial advisor" and provide advisory services. For further questions about which individuals associated with Wealth Strategies Financial Group are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian's behalf, please contact Securian at 1-800-820-4205.

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