Category Archive

Below you'll find a list of all posts that have been categorized as “Media Charlie”

Charlie Bowers on Fox46: Managing Debt

Charlie Bowers November 25, 2019 Media Charlie, TV Appearances

Debt is becoming the “new normal”. In this segment, Charlie Bowers gives some simple strategies for reigning in debt while planning for a rainy day and retirement.

Charlie Bowers on Fox46: Holiday Budget

Charlie Bowers October 31, 2019 Media Charlie, TV Appearances

The holiday season is upon us – are you prepared with a sensible spending plan? Charlie Bowers lays out some simple tips for holiday budgeting.

Charlie Bowers on Fox46: Market Volatility

Charlie Bowers August 22, 2019 Media Charlie, TV Appearances

Charlie Bowers, Adviser with Insight Folios, discusses market volatility with regards to investing in your 20’s, 30’s, 40’s, 50’s, 60’s and beyond.

Charlie Bowers on Fox46: Wedding Budgets

Paul Durso July 20, 2019 Media Charlie, TV Appearances

Watch Charlie Bowers share a few tips on how to save for a wedding without breaking the retirement bank.

Charlie Bowers on Fox46: College Vs Retirement

Paul Durso June 8, 2019 Media Charlie, TV Appearances

Watch Charlie Bowers give a few tips on how to fund college without breaking the retirement bank.

Charlie Bowers on WBTV: Saving for Summer Vacation

Paul Durso May 4, 2019 Media Charlie, TV Appearances

We all like taking vacations, but paying for them can be difficult at times. Watch Charlie Bowers go over a few tips on how to save time and money when planning for your next vacation.

Charlie Bowers on WBTV: Tax Time

Paul Durso April 15, 2019 Media Charlie, TV Appearances

Watch Charlie explain some simple yet very effective ways to save on taxes.

Charlie Bowers on InFocus: Tax Law Changes

Paul Durso April 4, 2019 Media Charlie, TV Appearances

Watch Charlie Bowers talk about the new tax law changes and how they will impact you and what you can do the mitigate the burden of tax cost.

Charlie Bowers on Fox46: Money & Relationships

Paul Durso February 9, 2019 Media Charlie, TV Appearances

A new study by GoBankingRates surveyed 500 adults and found 22% of them had lied to their partners about money. The most common thing they lied about is their spending habits.

Charlie Bowers on Fox46: Fiscally Fit in the New Year

Paul Durso January 4, 2019 Media Charlie, TV Appearances

See Charlie Bowers give a few tips on how to stay fiscally fit in the new year.

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With our new tools, unbiased and logical results, you can understand what recommendations make sense for your specific situation. With your Simplicitree® plan in hand, you can make informed decisions that build confidence in your future. We are versed in equities, bonds, annuities, life insurance, and many other investment options, but you will never be pressured into an investment. With your plan to support your decisions, you can decide and truly understand what makes sense for you.

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