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2409, 2020

Mistakes to Avoid When Buying an Annuity

By |September 24th, 2020|Categories: Financial|Tags: |0 Comments

Mistakes to Avoid When Buying an Annuity There are at least five common mistakes to avoid when buying an annuity. Annuities can be great financial planning and retirement planning tools. But not all annuities are created equal. This article is going to outline these fives mistakes so you can purchase the right contract for your situation. 1. Not Learning [...]

1709, 2020

RIA vs. Broker

By |September 17th, 2020|Categories: Advisory|Tags: |0 Comments

RIA vs. Broker RIA vs. Broker is a common dispute in the investment community. They have some similarities and differences. In this article, we will go over the differences between the two to help you determine which will be a better fit for you as a client. What is a Broker? A broker is essentially an intermediary. They will [...]

909, 2020

History of Taxes in the United States

By |September 9th, 2020|Categories: Tax|Tags: |0 Comments

History of Taxes in the U.S. The history of taxes in the U.S. may be shorter than in other countries, but it is full of information. In this article, we will go over a condensed history of taxes in the U.S. and how the past affects us today. Early History of Taxes Before the Revolutionary War, American colonists paid [...]

209, 2020

Celebrity Estate Planning Mistakes-Part 3

By |September 2nd, 2020|Categories: Legal Documents|Tags: |0 Comments

Celebrity Estate Planning Mistakes This is the third installment in our celebrity estate planning mistakes series. In this article, we will go over the mistakes Princess Diana, Florence Griffith Joyner, Jimi Hendrix, Jenni Rivera, and Michael Jackson made. We can all learn from their mistakes and protect our families. Princess Diana Died: August 31, 1997 Estimated Worth: $31.5 Million [...]

2708, 2020

Whole Life Insurance Basics

By |August 27th, 2020|Categories: Financial|Tags: |0 Comments

Whole Life Insurance Whole life insurance is a type of life insurance. It is sometimes referred to as permanent or traditional insurance. In this article, we will go over the basics of whole life insurance to help you determine if it is the right choice for you. The Basics Whole life insurance provides coverage for the entire life of [...]

1908, 2020

5 Myths About Working with a Financial Advisor

By |August 19th, 2020|Categories: Advisory|Tags: |0 Comments

Myths About Working with a Financial Advisor A financial advisor can be a valuable resource on your life path. But there are many misconceptions about what working with one involves. In this article, we will debunk five myths about working with a financial advisor. 1. Only Extremely Wealthy People Need a Financial Advisor Some financial advisors have account minimums [...]

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