Changing Employment-Your 401(k) Options It is important to understand your 401(k) options when you are changing employment. If you lost your job or got a different one there are certain things you need to be aware of. In this article, we will go over your options and your employee’s rights regarding your 401(k). Your [...]
What to Do After Creating a Living Trust Leaving your estate planner’s office with your executed documents is not the last step of a successful estate plan. There are still several steps that you will need to take after creating a living trust. In this article, we will go over five of [...]
Taxation of Your Side Job The opportunities to make money on the side seem endless. You may use an app like Uber, Lyft or Airbnb or you run your own business on the side. Whatever you do, it is important that you understand the taxation of your side job. Not preparing and having a [...]
Business Uses for Life Insurance Many view life insurance as a way to financially help their family when they pass. But there are many other uses for life insurance, some of these are in the business setting. In this article, we will go over 8 business uses for life insurance. 1. Preventing Liquidation If [...]
Saving for College-529 Plan Basics Saving for college can seem like a daunting and overwhelming feat. But there are financial avenues to help you accomplish it. One of these tools is 529 plans. In this article, we will go over 529 plan basics so you can determine if it is the right choice for [...]
Arizona Probate If you had a loved one that recently passed you may find yourself confronted with a strange new word; Probate. In each state, probate will entail slightly different things and follow their own process. In this article, we will focus on Arizona Probate and answer four common questions: What is probate? [...]
Your Retirement Savings Goal Setting a retirement savings goal is one of the most important parts of financial planning. However, once that goal is calculated, it may seem unattainable. In this article, you will find helpful tips on small, easy things you can do that will allow you to reach your retirement savings goal [...]
Bookkeeping Tips Bookkeeping is an essential component of having a successful business. However, bookkeeping is only beneficial if done correctly. If you are not confident that you can do it correctly in-house, then you may make the decision to outsource it to an accountancy firm. Of course, if you choose to do this then [...]
Co-Insurance and Co-Payment-Choosing the Best Option Co-insurance and co-payment are two forms of cost sharing that insurance companies utilize. It is important to understand how they work. Understanding this process will help you save money on your health care expenses. In this article, we will define co-insurance and co-payment and go into how they [...]
Powers of Attorney: Essential Estate Planning Documents Powers of attorney are an essential component of every successful estate plan. They allow you to name a trusted person to take care of specific things for you when you are incapacitated. There are several different types. The main ones you should have are a durable financial [...]
