Monthly Archives: December 2018

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28 12, 2018

Annuity Myths Debunked

By |2019-03-11T20:40:07-07:00December 28th, 2018|Financial|0 Comments

Annuity Myths Debunked Annuities are an often-misunderstood investment option. They can be complex, and offer many different features, which scares some away from utilizing them. In this article, we will go over common annuity myths and debunk them. Myth 1: All Annuities Are the Same Annuities have a large range of options. There are several [...]

22 12, 2018

Certificates of Deposit

By |2019-03-11T20:40:07-07:00December 22nd, 2018|Advisory|0 Comments

Certificates of Deposit Certificates of Deposit, or CDs, are a type of investment. They are popular among investors who are adverse to risk. In this article, we will go over the basics of certificates of deposit to help you decide if utilizing one is right for you. CD Basics A CD is a promissory note [...]

15 12, 2018

Preparing for Your 2019 Tax Return

By |2019-12-13T11:25:00-07:00December 15th, 2018|Tax|0 Comments

2019 Tax Return The 2019 tax return changes have many people concerned. But the more prepared you are, the less likely you are to experience any negative surprises. In this article, we will go over five helpful tips to prepare for your 2018 tax returns. Review Your 2017 Return One of the best things [...]

7 12, 2018

Why Estate Planning Is Important

By |2019-03-11T20:40:08-07:00December 7th, 2018|Legal Documents|0 Comments

Why Estate Planning Is Important Estate planning is important as a component of your financial life. But many people put it off because the topic upsets them or they think they are not rich enough or old enough to worry about it. But it is something vital for everyone to take care of. In this [...]