Because many people regard the process for attaining their financial goals as complex and confusing, they often miss out on many potentially rewarding financial opportunities. They also take unnecessary risks and fail to adequately protect their assets.
That’s where NCM Financial Services can help. Our goal is to take the mystery out of investing, managing risk, preparing for retirement, and preserving your wealth. By helping you acquire the information you need to pursue your financial objectives, we hope to establish long and trusted relationships.
Financial IQ Test
Take this quick quiz to find out your Financial IQ
Credit Card Debt
How Long Will It Take to Pay my Balance?
Personal Inflation Rate
Is your personal inflation rate higher or lower than the CPI?
How much do you need to save each year to meet your long-term financial goals?
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Understanding the Potential Benefits of Mutual Funds
Mutual funds offer the opportunity to invest in a wide range of asset classes, industries, and securities. In fact, some mutual funds invest in hundreds of securities, providing a level of diversification that individual investors might find difficult and expensive to duplicate on their own.
Small Business Offered Rare Health Insurance Incentives
Many of the precious few incentives for employers in the Patient Protection and Affordable Care Act are targeted to small business.
Retirement with All the Fixins'
One of the most appealing aspects of a traditional pension is a guaranteed lifetime income. Fortunately, you can begin building your own guaranteed lifetime income with a fixed annuity.
HOT TOPIC: Sum of All Fears: Are Risk Aversion and Greed All in the Mind?
Do you change your investment strategy as the markets go up and down, or do you stay the course? As difficult as it may be, staying the course is usually the more advisable approach — but research shows that you may need to defy your brain to do it.
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Educate yourself on a variety of financial topics.
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Animated presentations to help you learn and decide.
Ideas to help simplify everyday finances.
Manage your taxes and prepare for the upcoming tax season.
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