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611, 2019

Mutual Funds-An Introduction

By |November 6th, 2019|Categories: Advisory|Tags: |0 Comments

Mutual Funds-An Introduction Mutual funds are common investments that many people have in their portfolios. Despite their prevalence, many people do not understand them. In this article, we will give you a comprehensive introduction to mutual funds. What are Mutual Funds Mutual funds are a type of investment. They are made when a company pools money from investors to [...]

2910, 2019

Schedule B Basics

By |October 29th, 2019|Categories: Tax|Tags: |0 Comments

Schedule B-Interest and Ordinary Dividends Schedule B is an attachment to your Form 1040 that calculates your interest and ordinary dividends to see if you will owe taxes on your earnings. In this article, we will go over the basic Schedule B requirements and filing information to help you determine if you need to utilize one. The Basics Schedule [...]

1110, 2019

Common Estate Planning Terms

By |October 11th, 2019|Categories: Legal Documents|Tags: |0 Comments

Common Estate Planning Terms There are certain common estate planning terms that you should be familiar with as you embark on your estate planning journey. Below you will find a categorical list of these common estate planning terms. General Estate Planning Terms Estate An estate is the total value of assets and debts that a person leaves behind at [...]

510, 2019

Disability Insurance Riders

By |October 5th, 2019|Categories: Financial|Tags: |0 Comments

Disability Insurance Riders Disability insurance riders are a way that you can better customize your policy to fit your needs. In this article, we will go over the most common disability insurance riders and what benefits they offer. No Cost/Default Riders There are some disability insurance riders that come with your policy as a default or you can choose to [...]

2709, 2019

Guard Your Finances Against a Recession

By |September 27th, 2019|Categories: Advisory|Tags: |0 Comments

Guard Your Finances Against a Recession A vital step of financial health is ensuring you guard your finances against a recession. In this article, we will go over 5 steps you can take to help minimize losses in the face of a recession. 1. Monitor Your Cash Flow Your cash flow is how much money you are earning compared [...]

1309, 2019

Minimum Income Tax Filing Requirements

By |September 13th, 2019|Categories: Tax|Tags: |0 Comments

Minimum Income Tax Filing Requirements Depending on your situation, you may or may not be required to file income taxes. If your income is less than the standard deduction you are not required to file an income tax return. For single filers, this amount is $12,000, if you are married filing jointly this amount is $24,000. However, even if [...]