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Blog

A desk with office supplies on it. In the middle of the desk is an open journal with a heading that reads "Finance Tracker". Under the journal is a piece of paper that reads "Monthly Budget Overview", and has several columns on it for tracking expenses.
Jenna Turner | Sep 23, 2022

Financial Planning Basics: Creating and Maintaining a Budget

Savings
Finance
Planning a budget is usually the easy part, but sticking to it may take some work. Here are some tips to get started.
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Hand holding a page with several charts on it
Jenna Turner | Sep 21, 2022

Asset Allocation and Risk Allocation

Investments
While not guaranteed, a well-balanced portfolio may be better at handling market risk.
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Jenna Turner | Sep 20, 2022

What are Employee Stock Options, and why should I care?

Finance
Investments

As a young gun in the industry, you might not care about your employee stock options, but for those who pay attention, there are potential benefits. In this

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Hand holding a large bundle of balloons
Jenna Turner | Sep 9, 2022

What to Do With with a Sudden Windfall

Finance
It’s not uncommon for someone to receive a large inheritance or another windfall, only to see it blown away. Here are some tips to avoid the same fate.
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Person holding a camera lens in a field. The view of the field within the camera lens is upside down.
Jenna Turner | Sep 8, 2022

Is Confirmation Bias Affecting Your Investment Strategy?

Investments
Your preconceived notions may be impacting your decision-making process. Thankfully, it’s possible to overcome them.
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A couple working in their kitchen together
Jenna Turner | Aug 30, 2022

Family Business vs. Family Boundaries: Drawing the Line

Family
Finance
Mixing family and business can be tough. Is it possible to create healthy boundaries?
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Professional-looking man sitting in an office. There is a laptop and a stack of files in front of him.
Jenna Turner | Aug 25, 2022

Working with an Investment Professional

Investments
Trying to find the right investment professional for you? Here are some questions to ask in your initial consult.
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A retiree couple in a meeting with a professional. They are all looking at a laptop screen
Jenna Turner | Aug 5, 2022

Preparing for Lifetime Income in Retirement

Retirement
Worried about outliving your income? Here’s how to start planning for your retirement needs.
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Focused young woman shopping online on her laptop
Jenna Turner | Aug 3, 2022

Financial Planning for Young Professionals

Investments
Finance
It’s never too early to start planning for your financial future.
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Jenna Turner | Aug 1, 2022

Ups and Downs of Online-Only Banking

Finance

The digital world has transformed professional industries in unique ways that prior to internet access would have been impossible. Doctors can monitor patients

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Elderly woman and younger woman having a conversation
Jenna Turner | Jul 29, 2022

Do You Still Need Life Insurance When You Retire?

Insurance

4 Reasons You May Consider Keeping It

When it comes to retaining life insurance in retirement, there are two schools of thought regarding its necessity. The

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Elderly person holding a stress ball
Jenna Turner | Jul 27, 2022

How to Plan Long-Term Care Before You Need It

Finance

It’s daunting to think about the day when you may not be able to live independently and care for yourself. But planning early for long-term care can keep you

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Suite 500
Redlands CA 92373

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E: jturner@retirementwealthgroup.com
P: 866-824-1228
F: 909-335-2677

 

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The financial consultants at Retirement Wealth Group are registered representatives with and securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Financial Planning offered through Retirement Wealth Group, a registered investment advisor and separate entity from LPL Financial.

The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed.  No offer may be made or accepted from any resident of any other state. 

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