Patricia House, Chase Bank

07/15/2022

Is $1 Million Enough? How Financial Professionals Can Help Clients Set Better Retirement Goals.

Read more: https://money.usnews.com/financial-advisors/articles/is-1-million-enough-how-advisors-can-help-clients-set-better-retirement-goals

Explore annuity products from Western & Southern Life for your retirement: https://hearsay.social/3IKiO1q

07/13/2022

A retiree’s survival guide for a possible recession.

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We boil down the basics of how economic recessions work and what actions retirees and pre-retirees should take now to protect their savings.

07/11/2022

The Federal Reserve raised interest rates by 0.75% on June 15 in the biggest increase since 1994. To protect your money, US News and World Report details what to watch for when interest rates go up.

Read more ➡ https://money.usnews.com/money/personal-finance/slideshows/10-things-to-watch-when-interest-rates-go-up

Here's how rising interest rates affect bond prices, home mortgage rates and more.

07/08/2022

Buying your first home can be an emotional and financial roller coaster. Forbes provides some tips on how to financially get ready to purchase your first home.

Learn More >> https://hearsay.social/3P8YAAa

No matter where you are in life, you can count on W&S Life to help create a more secure financial future for you and those you love. Contact me today at 252-624-3134 or at [email protected] to schedule a consultation.

Preparing to buy a home means more than just saving for a down payment and calculating what you can afford—though those are crucial steps. Here are five other measures to take, from assessing your life plans to starting a Roth IRA to boosting your credit score and beyond.

07/04/2022

07/01/2022

I hope you enjoy the holiday weekend!

06/29/2022

One of the crucial factors in achieving your investment goals is starting as soon as possible. Western & Southern Life examines how to start investing in your twenties.

Learn more: https://hearsay.social/3yuaa3o

Investing in your 20s can help to alleviate the need to play catch-up later in your career. Generally, getting the most out of your investment dollars means choosing tax-efficient accounts, selecting an age-appropriate mix of assets and leveraging compound returns. 

06/27/2022

10 Costs to Include in Your Retirement Budget

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Don't forget to save up for these common retirement expenses.

06/24/2022

How to Save for College: A Crash Course

Read more: https://hearsay.social/3ODtNLM

Are you thinking about how to save for college? Enroll in our crash course to explore your options.

06/22/2022

How to Teach Kids About Money: Western & Southern Life Touches On 9 Helpful Tips to Try.

Learn more: https://hearsay.social/3tVXnUJ

Want some ideas for how to teach kids about money? Here are nine ways you can start highlighting the importance of financial literacy at any age.

06/20/2022

Whether you're a father, a son, or you just enjoy a few dad jokes, happy Father's Day from all of us at Western & Southern Life!