Blog
The financial world can be quite complicated, and at times we don't know where to go for answers (or even what questions to ask). In an effort to continually be a resource for our clients, New South Wealth Management will post articles in this section to give our clients even more information to go on. Be on the lookout for new developments, articles regarding product design, or observations on market fluctuations. Knowledge is power, and we want you to be informed!
Keeping Enough Egg in the Nest
A Smart Retirement Strategy Includes a Spending Plan It was 1994 when William P. Bengen proposed, based on his research that included fifty years’ worth of data, that retirees should take no more than four percent per year from their...
Read More
Term Life Insurance Vs. Permanent Life Insurance
The best life insurance policy for a consumer to own is the one that is in force the day they die. Having said that there is no such thing as the best or perfect policy. So, we are going to dissect and discuss the advantages of each....
Read More
The Brokerage Window: Is Your 401(k) Giving You Enough Options?
Most people assume their 401(k) is doing its job — contributions go in, the money gets invested across a handful of mutual funds, and retirement inches closer. That assumption isn’t wrong, but for many participants, it leaves a...
Read More
Our Ten Tips For Financial Success
1. Know your Numbers This includes all of your income, expenses, assets, and liabilities. It’s not possible to build a house without the foundation. 2. Set Financial Goals Set short, mid, and long-term goals. These are less than...
Read More
Is Your Group Life Insurance Enough?
Many Americans first learn about life insurance when entering the work force through their employer-sponsored plan, also known as a group life policy. For some, there are many advantages to this workplace benefit, including very little...
Read More