Monthly Archives: December 2019

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25 12, 2019

Schedule D-Capital Gains and Losses

By |2019-12-17T16:19:24-07:00December 25th, 2019|Tax|0 Comments

Schedule D Schedule D is a tax form that you use to report the gain or loss incurred from the disposal of a capital asset. In this article, we will discuss the basics of filing a Schedule D. Basic Terminology Before we go over how the schedule works, we need to make sure we understand [...]

18 12, 2019

Charitable Remainder Trust

By |2019-12-17T12:53:09-07:00December 18th, 2019|Legal Documents|0 Comments

Charitable Remainder Trust A charitable remainder trust can be a powerful estate planning tool. In the right situation, it can provide you with many financial benefits. In this article, we will go over the basics of charitable remainder trusts so you can determine if one is right for you. The Basics A charitable remainder trust [...]

12 12, 2019

Long Term Care Insurance Alternatives

By |2019-12-11T16:41:55-07:00December 12th, 2019|Financial|0 Comments

Long Term Care Insurance Alternatives Long term care insurance is a type of insurance that will help cover the cost of assisted living, nursing care, or home health care. But for some, the price of long term care insurance puts it out of reach. In this article, we will go over the importance of [...]

3 12, 2019

Introduction to Roth IRAs

By |2019-12-03T12:22:15-07:00December 3rd, 2019|Advisory|0 Comments

Roth IRAs Roth IRAs are a type of Individual Retirement Account. They provide certain advantages that many investors find appealing. In this article, we will provide you with an introduction to Roth IRAs to help you better understand them and see if one is right for you. The Basics Roth IRAs are funded with [...]

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