Covenant U - Investment Resources

Retirement

The Pros And Cons Of Target Date Funds

The Pros And Cons Of Target Date Funds

You’ve heard of them and probably have used them. They’ve gained in popularity and have been revolutionary to help investors reach their retirement goals. They’re target date funds.  While they’ve been a great financial invention, there are some specific things you should know about them before you invest in them.  On this podcast, Karl Eggerss welcomes Casey Keller to the studio to discuss.

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Be Prepared

Be Prepared

The old Boy Scout motto is the best advice possible when having to deal with the financial implications of losing a close loved one.  I can speak firsthand to this as I recently lost my wife of almost thirty-seven years.  I am in the business of being financially prepared for anything and I have still been overwhelmed with the number of tasks that need attention at this challenging time.

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Are You Saving too MUCH?

Are You Saving too MUCH?

We’re all taught to save from the time we’re little toddlers. But, what is too much. Karl Eggerss welcomes Oliver Norman, CFP®, CHFC®, CLU®, CDFA®  to the podcast to discuss this topic and how to balance saving and spending.

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