Ivy Insurance Services - Zeke Ivy

06/29/2021

After the Pandemic, it is a good time to reassess where you stand financially, create new goals and find ways to save money.

Americans are excited to get back to the new normal as pandemic restrictions lift. Here's how to go about making a solid post-Covid budget.

06/19/2020

Invest in a Roth now and save later. After this Coronavirus pandemic, the government is in debt and they will more than likely raise taxes. A Roth will help with you retirement more than ever.

Hint: It has to do with the coronavirus.

06/18/2020

This is risky but we will see if this actually happens. Folks need to know what their investing in and understand it.

When it comes to a 401(k) account, most savers simply choose a “target date” funds and leave it that. Now, thanks to a rule change from the Trump administration, those funds could get a lot more complicated under the hood.

02/12/2020

We have to do better than our government in keeping our debt low

Mortgage balances rose by $120 billion in the fourth quarter to $9.56 trillion, the New York Fed said in its quarterly report on household debt. Mortgage originations - pushed up by an increase in refinancing - also rose to $752 billion in the fourth quarter, reaching the highest volume since the fo...

01/22/2020

Budgeting is key to a successful financial situation in life.

Creating a budget shouldn’t be the only priority on your financial to-do list, expert says.

12/08/2019

https://www.cnbc.com/2019/12/04/mellody-hobson-financial-illiteracy-is-dangerous-for-society.html?__source=sharebar%7Cfacebook&par=sharebar

Mellody Hobson, co-CEO and president of Ariel Investments, is a fierce advocate for financial literacy. Here's what she thinks needs to be done.

08/29/2019

The next recession could be around the corner....be prepared for it

Economists expect the next recession, whenever that is, to be less severe. But what could it be like? Stories from past downturns could be a guide.

08/13/2019

A lot of volatility in the market lately, stay aware of what is happening...

Key market indexes gapped down at the open and headed lower Monday, as the Dow Jones today led the sell-off with a 400 point drop.

07/31/2019

Three in four people admit to making at least one financial mistake

07/29/2019

The foundation of a sound financial plan is life insurance

Could your loved ones survive financially if you died tomorrow?

07/22/2019

Pay yourself first!

About 20% of households have less than $400 in their checking and savings account, based on a Federal Reserve study. Others fear paying another bill.

07/05/2019

California is setting the tone for the rest of the nation...

Saving for retirement just got easier for millions of Californians.