Bizzy (Money) Mama?

At Entrust Financial, we are often asked what our services are. We understand this question because financial lives today can have many moving parts, parts that often overlap and are complicated and confusing. Clients and friends who know us at Entrust are aware that we love every little detail of financial complexity and are [...]

Bizzy (Money) Mama?2019-11-22T15:36:05+00:00

Does it Matter if I Own My Home When I Retire?

Owning your own home was a fundamental American value for many of us when we grew up. It was considered a symbol of success, of having “made it.” Those who did not felt they had missed out on something, that not owning helped prove their marginal financial success. For instance, Joslyn remembers her father [...]

Does it Matter if I Own My Home When I Retire?2019-09-25T21:30:23+00:00

Three Tips Regarding the Financial Wild Card of Health Insurance

Perhaps the biggest financial wild card for those approaching retirement is the funding of health insurance and unexpected health care costs. Because most of us would like to retire someday, and do so with peace of mind regarding our healthcare needs, the following three tips may help you stay on track: Remember that health [...]

Three Tips Regarding the Financial Wild Card of Health Insurance2019-09-25T21:15:27+00:00

What Matters in Retirement? Income!

Entrust hosts periodic educational sessions to help women ensure that they are on track financially. One vital educational topic is: What Matters Most in Retirement? Income. In fact, just the other day we enjoyed a robust discussion at our session that was devoted to retirement planning. The women in the group who admitted they [...]

What Matters in Retirement? Income!2019-09-25T21:01:10+00:00

3 Reasons to Maximize Your 401(k) Contributions

We love the industry chart that shows how much one dollar can appreciate if invested in the capital markets over a long period of time. In fact, for successful investors, the likely investing time-horizon is a lifetime—even though income will be distributed from their portfolios during retirement. Not surprisingly, a careful review of the [...]

3 Reasons to Maximize Your 401(k) Contributions2019-09-19T19:28:58+00:00

What Could Declining Interest Rates Mean for You?

When you hear talking heads on financial shows mention the Federal Reserve, the drama attached to the reports may cause you to tune out. After all, you do not personally impact the decisions of the Federal Reserve and despite what is decided during prominent Federal Reserve meetings, it can be difficult to discern what [...]

What Could Declining Interest Rates Mean for You?2019-08-22T19:49:52+00:00

Value versus Growth: What is an Investor to Do?

At Entrust Financial, creating diversified portfolios for our clients is part of our DNA. A vital facet of this work is the disciplined asset allocation of our portfolio models. Why disciplined? Because asset allocation has been proven time and again to be the most important factor in consistent long-term investment results. So not surprisingly, [...]

Value versus Growth: What is an Investor to Do?2019-08-15T16:47:40+00:00

Beneficiary Designations are Powerful

Many investors own an IRA or other type of retirement account. Some own an annuity or life insurance policy. All such accounts or products designate a beneficiary—to whom the assets will transfer, or whom the assets will benefit—when the owner someday passes away. You are probably familiar with the idea of a beneficiary designation [...]

Beneficiary Designations are Powerful2019-08-01T12:47:09+00:00

Video: Helping you pursue your next $Million: Tip 1 – Joslyn Ewart – Identify and Write Down Your Income Number

All of us need to identify and write down our preferred monthly or annual income number—even those among us who naturally procrastinate on money-related tasks. We need this information to plan for financial freedom and security. Take a look. Contact us today to schedule a meeting to discuss your income needs, as you aim for [...]

Video: Helping you pursue your next $Million: Tip 1 – Joslyn Ewart – Identify and Write Down Your Income Number2019-03-28T20:36:56+00:00

Video: Helping you pursue your next $Million: Tip 3 – Jennifer Bravo – Get Organized

There is no season like tax-filing season, to remind you of the need to be organized regarding your financial life. Jennifer boosts your motivation as you tackle: Getting organized! Contact us today to start a conversation about your financial goals.

Video: Helping you pursue your next $Million: Tip 3 – Jennifer Bravo – Get Organized2019-02-08T20:40:41+00:00