Home ยป Blog
2702, 2020

Types of Deeds

By |February 27th, 2020|Categories: Legal Documents|Tags: |0 Comments

Types of Deeds A deed is a legal instrument that conveys the title of real property between parties. There are several types of deeds that can allow you to do so. In this article, we will go over three types of deeds and the purpose they serve. General Warranty Deed A general warranty deed will provide the grantee with the [...]

1202, 2020

Shopping for an Annuity-Questions to Ask

By |February 12th, 2020|Categories: Financial|Tags: |0 Comments

Shopping for an Annuity Shopping for an annuity may seem like an overwhelming and confusing task. But if you ask the right questions you can find an annuity that is right for you. In this article, we will go over the questions you should be asking and what type of answers you want to look for. 1. What Purpose Does [...]

602, 2020

Initial Public Offering

By |February 6th, 2020|Categories: Advisory|Tags: |0 Comments

Initial Public Offering An Initial Public Offering, or IPO, is when a private corporation makes it's stock available to the public for purchase. IPOs are hot items in the news recently. In this article, we will go over the basics of what is involved in an Initial Public Offering and whether investing in one will be right for you. [...]

2301, 2020

Schedule SE: Self-Employment Tax

By |January 23rd, 2020|Categories: Tax|Tags: |0 Comments

Schedule SE Schedule SE is a Form 1040 attachment that some taxpayers may need to file. In this article, we will discuss what a Schedule SE is for and when you may need to include on with your tax return. The Purpose The purpose of filing a Schedule SE is to calculate and report any self-employment tax you may owe. [...]

1601, 2020

Charitable Lead Trust

By |January 16th, 2020|Categories: Legal Documents|Tags: |0 Comments

Charitable Lead Trust A charitable lead trust is a type of irrevocable trust. In the proper circumstances, they can help you to reduce your tax liability, provide for loved ones, and support charity. In this article, we will discuss how a charitable lead trust works. Purpose The purpose of a charitable lead trust is threefold. The main purpose is [...]

1001, 2020

Group Long Term Care Insurance

By |January 10th, 2020|Categories: Financial|Tags: |0 Comments

Group Long Term Care Insurance Group long term care insurance is a form in which you can purchase long term care coverage. However, the only way to enroll is through your employer. In this article, we will briefly go over how group long term care insurance works for employers and employees. If you would like an explanation of Long [...]