Monthly Archives: February 2016

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26 02, 2016

Compare Revocable vs Irrevocable Living Trusts

By |2019-03-12T14:04:51-07:00February 26th, 2016|Legal Documents|0 Comments

Compare Revocable vs Irrevocable Trust Options Living trusts are legal documents that you create while you are alive. You use these documents to place your assets into the trust. You do this so that after you pass away your assets are transferred to your designated beneficiaries. The two main types of trusts are revocable [...]

17 02, 2016

IRA Basics

By |2019-03-12T14:04:51-07:00February 17th, 2016|Advisory|0 Comments

Which IRA should I use Many are familiar with the term IRA, or Individual Retirement Account, but they do not know exactly what they are or what purpose they serve. IRAs are not investments themselves, but rather they are made to hold stocks, bonds, mutual funds, and other assets. Unlike other retirement accounts that your [...]

10 02, 2016

Changes for the 2016 Tax Year

By |2019-03-12T14:04:52-07:00February 10th, 2016|Tax|0 Comments

Each year the rules regarding tax filing are changed. Sometimes those changes are small and affect very few people, other times they are large and affect everyone. To prepare you for this tax year we have listed 9 of the most notable changes that have been made. The Filing Deadline is April 18th Since [...]