QUIZ: HOW MUCH DO YOU KNOW ABOUT BUSINESS STRUCTURES
One of the most important parts of starting a small business is considering what type of corporate structure may be the best fit for you.
WHAT IS AN ANNUITY?
Annuities have a bad reputation. They can be seen as expensive and difficult to understand. But it is important to not jump to any
conclusions. Similar to other financial tools, it is best to ask “what role can annuities play in my overall finances?” rather than to avoid them owing to myths or misconceptions.
HOW LONG SHOULD I KEEP FINANCIAL DOCUMENTS?
When it comes to financial documents, two types of people
tend to exist–Oscars and Felixes, like the characters in Neil Simon’s “The Odd Couple.” The Felix record-keeper tends to be neatly organized, whereas the Oscar tends to be a bit jumbled.
PREPARING FOR A ONCE-IN-A LIFETIME TRIP
Are you considering a dream vacation Do you see far-away places on the internet or television and think to yourself, “someday?”
THE ROLE OF THE FEDERAL RESERVE
The Federal Reserve is making headlines for how it is handling short-term interest rates, but you may not be aware of the colorful history and wide range of financial responsibilities that fall to the central bank of the United States.
YOUR PERSONAL INFLATION RATE
In 2022, inflation hit levels not seen in more than 41 years. Although the Federal Reserve has tightened its monetary policy to help manage inflation, many people are still concerned about what may lie ahead.
THE VERSATILITY OF LIFE INSURANCE
Life insurance is a versatile financial tool that can play a critical role in a family’s overall financial strategy. However, too often, it’s overlooked and seen as a tool that can play only a more limited role
HISTORY OF THE ALTERNATIVE MINIMUM TAX
Sometimes a new law is passed and many people say, “That’s all
right. That’s going to affect somebody else. Not me.”
Will Estate Law Tax Change?
A window of opportunity was opened for estate strategies as part of the 2017 Tax Cuts & Jobs Act. However, that window will shut in less than three years unless Congress decides to act and extend the current rules.
Retirement Rules Approved By Lawmakers
In the final days of 2022, our nation’s
lawmakers came together and approved a slate of changes designed to help Americans save more for retirement.
