Derivative Basics
Derivative Basics A derivative is a financial contract. Its value is contingent on an underlying asset or group of assets. The price of a derivative will fluctuate with the value of the underlying asset. The underlying assets can include [...]
Estate Planning for Blended Families
Estate Planning for Blended Families Blended families occur when people with children from previous relationships enter a relationship and start a new family unit. Sometimes this even includes children that result from the new relationship. Estate planning can be [...]
Tax Advantages of Homeownership
Tax Advantages of Homeownership When you rent there are no tax breaks available to you. However, if you purchase a townhome, condo, apartment, or single-family home there are tax deductions available to you. In this article, we will go [...]
Universal Verses Variable Universal Life Insurance
Universal Verses Variable Universal Life Insurance Universal life insurance and variable universal life insurance are both types of permanent life insurance. In this article, we will compare universal verses variable universal life insurance so you can decide what is [...]
Secure 2.0 Act
Secure 2.0 Act The Secure 2.0 Act was signed in to law on December 29, 2022, by Joe Biden. This Act increases contribution limits, raises the RMD age, enacts changes to employer sponsored plans, and more. In this article, [...]