Archive - September 2021

Being a financial caregiver for a loved one comes with many expectations and demands. In caring and supporting someone else, it’s also important to make sure you are taking care of yourself.

If you’ve been asked to become a financial caregiver, or are considering asking someone to serve as one for you, our course can help you:

Understand the ideal emotional, physical, and mental traits of a financial caregiver Explore different caregiver roles and their associated...

Companies with a business plan can grow 30% faster than companies without one – so what are you waiting for? Business plans can seem daunting, but understanding the components can simplify the process and help put you and your company on a path to growth.

This course will give you guidance on:

Understanding the importance of a business plan Developing your own strong business plan Using your business plan to secure funding

Click HERE to Learn More

Life is unpredictable, but having insurance is one precaution you can take to make sure you’re prepared for whatever comes your way! There are different types of insurance, some that are required and others are a more personal choice. Take 5 minutes to learn more about:

How to evaluate your personal insurance needs Deductible and payment options Ways to feel more confident when shopping for insurance

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It may seem like the cost of college out of reach, but with a little bit of research, planning, and saving, you can figure how to pay for the college education you’ve always wanted for yourself or your children. Take this short lesson to learn more about:

Different ways to pay for college Tools to help you calculate costs and build your college savings Student aid options and other financial supplements

Learn More HERE

In this month’s recap: Stocks rallied, fueled by an improving labor market, strong corporate earnings, and clarity on Fed tapering plans.

Monthly Economic Update

Presented by First Option Financial Services, September 2021

U.S. Markets

Signs of an improving labor market, strong corporate earnings, and more clarity from the Fed on its tapering plans propelled stocks to multiple record highs during August. 

The...