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101, 2020

8 Questions to Ask a Potential Investment Advisor

By |January 1st, 2020|Categories: Advisory|Tags: |0 Comments

8 Questions to Ask a Potential Investment Advisor Interviewing a potential investment advisor is an important step. This potential investment advisor is going to be a close partner and will lead you to reach your financial goals. Thus, it is important that their philosophy and services match your needs. In this article, we will discuss eight questions to ask a [...]

2512, 2019

Schedule D-Capital Gains and Losses

By |December 25th, 2019|Categories: Tax|Tags: |0 Comments

Schedule D Schedule D is a tax form that you use to report the gain or loss incurred from the disposal of a capital asset. In this article, we will discuss the basics of filing a Schedule D. Basic Terminology Before we go over how the schedule works, we need to make sure we understand some basic terminology. These terms [...]

1812, 2019

Charitable Remainder Trust

By |December 18th, 2019|Categories: Legal Documents|Tags: |0 Comments

Charitable Remainder Trust A charitable remainder trust can be a powerful estate planning tool. In the right situation, it can provide you with many financial benefits. In this article, we will go over the basics of charitable remainder trusts so you can determine if one is right for you. The Basics A charitable remainder trust is a type of irrevocable [...]

1212, 2019

Long Term Care Insurance Alternatives

By |December 12th, 2019|Categories: Financial|Tags: |0 Comments

Long Term Care Insurance Alternatives Long term care insurance is a type of insurance that will help cover the cost of assisted living, nursing care, or home health care. But for some, the price of long term care insurance puts it out of reach. In this article, we will go over the importance of long term care planning and [...]

312, 2019

Introduction to Roth IRAs

By |December 3rd, 2019|Categories: Advisory|Tags: |0 Comments

Roth IRAs Roth IRAs are a type of Individual Retirement Account. They provide certain advantages that many investors find appealing. In this article, we will provide you with an introduction to Roth IRAs to help you better understand them and see if one is right for you. The Basics Roth IRAs are funded with after-tax dollars. In other words, [...]

2711, 2019

Schedule E: Supplemental Income and Loss

By |November 27th, 2019|Categories: Tax|Tags: |0 Comments

Schedule E: Supplemental Income and Loss Schedule E calculates the supplemental income or loss to report on your main tax return. In this article, we will go over the basics of Schedule E so you can better prepare for tax season. The Basics Schedule reports supplement income or losses not earned income. Supplemental income typically refers to passive income. [...]