What is the Difference between a Broker and an Investment Advisor?20180422015030

What is the Difference between a Broker and an Investment Advisor?

AJ NorrisApril 22, 2018
A Broker acts as an intermediary between an investor and a securities dealer and is compensated through commissions. By law, a broker is prohibited from giving investment advice not incidental to a product they are selling. Recent court rulings have reconfirmed the necessity for ...
Norris Financial Group 401k Advantages20180422012847

Norris Financial Group 401k Advantages

AJ NorrisApril 22, 2018
Norris Financial Group® offers Advantages of plan sponsors and participants that can’t be found anywhere else.INDEPENDENCENorris Financial Group® is an independent Registered Investment Advisory firm in the state of South Carolina. As an independent advisor, NFG provides advantag...
Retirement Plan Is Key to Confidence, Survey Finds20150616153421

Retirement Plan Is Key to Confidence, Survey Finds

AJ NorrisJune 16, 2015
Retirement confidence is highest among workers who say they or their spouse have a retirement plan, such as a work-sponsored plan or an individual retirement account (IRA), reports the Employee Benefit Research Institute (EBRI). In its 2015 Retirement Confidence Survey, EBRI foun...
Optimizing Your Social Security Retirement Benefits20150506145328

Optimizing Your Social Security Retirement Benefits

AJ NorrisMay 6, 2015
What does it mean? Getting a good return on your investment Optimizing your Social Security retirement benefits means getting the best return possible on each dollar you’ve contributed to the system. Every pay period, you pay 6.2 percent of your salary in taxes that finance...
Retirement Plans for Small Businesses20150416153454

Retirement Plans for Small Businesses

AJ NorrisApril 16, 2015
As a business owner, you should carefully consider the advantages of establishing an employer-sponsored retirement plan. Generally, you’re allowed a deduction for contributions you make to an employer-sponsored retirement plan. In return, however, you’re required to i...
What Is Inflation and Why Should You Care About It?20150317140509

What Is Inflation and Why Should You Care About It?

AJ NorrisMarch 17, 2015
Prices: Up, up and away Inflation occurs when there is more money circulating than there are goods and services to buy. The process is like trying to attend a sold-out concert at the last minute; there is more demand for tickets than there are tickets to go around. As a result, t...
Myths and Facts about Social Security20150225150201

Myths and Facts about Social Security

AJ NorrisFebruary 25, 2015
Myth: Social Security will provide most of the income you need in retirement. Fact: It’s likely that Social Security will provide a smaller portion of retirement income than you expect. There’s no doubt about it–Social Security is an important source of retireme...
Saving for College20150223164535

Saving for College

AJ NorrisFebruary 23, 2015
There’s no denying the benefits of a college education: the ability to compete in today’s competitive job market, increased earning power, and expanded horizons. But these advantages come at a price–college is expensive. And yet, year after year, thousands of st...
Changing Jobs? Take Your 401(k) and Roll It20150219152202

Changing Jobs? Take Your 401(k) and Roll It

AJ NorrisFebruary 19, 2015
If you’ve lost your job, or are changing jobs, you may be wondering what to do with your 401(k) plan account. It’s important to understand your options....
Setting and Targeting Investment Goals20150218120559

Setting and Targeting Investment Goals

AJ NorrisFebruary 18, 2015
Go out into your yard and dig a big hole. Every month, throw $50 into it, but don't take any money out until you're ready to buy a house, send your child to college, or retire.  It sounds a little crazy, doesn't it? But that's what investing without setting clear-cut goals is lik...
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