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  1. Home
  2. Archived Blog
  3. April 2021

April 2021

Everything you Need to Know About Buying a Life Insurance Policy

Submitted by Investment, Tax & Insurance Planning | ITI Strategies on April 23rd, 2021

If you are at the point where you are asking how to buy a life insurance policy, then you have already made the most important financial decision, which is to take the steps to  insure your family’s or loved one’s financial security.  For many people, that is most likely a critical decision that has long been procrastinated.

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Beneficiary Benefits—Keeping Designees Updated Matters Big Time

Submitted by Investment, Tax & Insurance Planning | ITI Strategies on April 23rd, 2021

The term beneficiary crops up every now and again. Usually you’ll see it on an insurance form or hear about it in relation to a will, but despite the nonchalance we toss the term around with, beneficiaries are incredibly important. Let’s break down the details on how and why beneficiaries matter.

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Top 15 Money Management Tips

Submitted by Investment, Tax & Insurance Planning | ITI Strategies on April 23rd, 2021

We all have our own unique relationship with money. We certainly have our own unique way of both spending and saving money.

However, if you’re ready to start putting some money aside, or looking for tips on money management, or even the best way to pay your bills, the following tips may provide a little bit of help: 

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How to Protect Your Identity

Submitted by Investment, Tax & Insurance Planning | ITI Strategies on April 23rd, 2021

More than 60 million Americans had their identities stolen in 2018, a significant increase from 2015, where more than 15 million consumers were affected. With identity theft numbers on the rise, it certainly doesn’t appear likely that scammers are going away anytime soon.

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The Value of Investing with a Financial Professional Instead of a Do-It-Yourself Approach

Submitted by Investment, Tax & Insurance Planning | ITI Strategies on April 23rd, 2021

Paying fees for professional investment management is something we’d all like to avoid. Why pay for some guy in a suit to manage your investments when you can do-it-yourself with a simple online brokerage account? There are many reasons to trust a professional - read on to find out whether it’s worth it to go with the pros.

Active vs. Passive

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Understanding Exchange-Traded Funds

Submitted by Investment, Tax & Insurance Planning | ITI Strategies on April 23rd, 2021

Thinking about where to invest your money can be overwhelming and confusing, especially for those who are unfamiliar with all options for investing. If you’d like to take advantage of the ease of stock trading with the diversification of mutual funds, exchange-traded funds (ETFs) can potentially give you the best of both worlds.

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Recent Blog Posts

  • Everything you Need to Know About Buying a Life Insurance Policy
  • Beneficiary Benefits—Keeping Designees Updated Matters Big Time
  • Top 15 Money Management Tips

Archived Blog

  • April 2021 (6)
  • January 2020 (1)

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