Indian River Financial Group

If you have never heard of or considered an estate plan, you may have since the passing of music legend Prince. As the superstar's death and battle over his estate play out in the public eye, everyone is getting a firsthand lesson in the value of an estate plan.

It is important to sit down from time to time and review your portfolio to make sure that your investment strategy and allocation still has you on track toward financial stability in the future. The following describes why it is important to review your portfolio, and when you should consider changes.

Why Make Changes?

As you go through your working life, you ideally spend decades setting aside money in a private investment account to aid in the creation of a stable safety net for your retirement.

Most people do not spend their entire working life in the same job or with the same company without at least reassessing their position at some point in time. To think of it another way, you would not keep the same one-bedroom apartment you had as newlyweds when you start having children.

We set a lot of New Year resolutions. We want to lose weight, get more sleep, or finally learn to play that guitar that has been collecting dust. Despite our varied objectives, we all can agree that we do not want to start the New Year with new debt.

The open enrollment period for health insurance in the United States is approaching in the fall, and there is no better time throughout the year to reevaluate the status of your health insurance coverage. Your insurance plan not only has a high impact on your monthly budget, but on your health as well.

When planning for your retirement, considering long-term care insurance is something that is worthy of your time and attention. The best approach to long-term care insurance is an early start. It is best to think about your long-term care now, while you are young, rather than waiting to explore your options during a time of need.

We all know that having a plan for the future is a major key to success, and that the sooner we start preparing, the better. This is especially true when it comes to retirement. Now, Indian River Financial Group’s founder, Paul Miller, is offering a premier opportunity for you to do just that, and to do it in the smartest, most effective ways possible.

The stock market can give any faithful follower ulcers and high stress. On any given day the stock market can soar to new heights, crash to new lows, or experience any degree of ups and downs in between. For novice and moderate investors, dealing with the constant ebb and flow of the market can be stressful.

First-time investors are bound to make mistakes when it comes to judging and making decisions regarding the stock market. Without experience, it is all too easy to be swept up in the excitement of investing and make decisions based upon emotion rather than sound reasoning.