Inheriting An Investment Account
Inheriting An Investment Account Inheriting an investment account can be a complex process. What exactly you need to do will depend on the type of investment account you are inheriting. In this article, we will go over the basics [...]
FICA Tax Basics
FICA Tax Basics FICA tax is short for Federal Insurance Contributions Act tax. It makes up part of your W-2 employee withholdings on your paystubs. But what is this withholding for? In this article, we will go over the [...]
Spousal Lifetime Asset Trust
Spousal Lifetime Asset Trust A spousal lifetime asset trust, or SLAT, is a type of irrevocable trust that is set up to reduce estate taxes. In this article, we will go over how a spousal lifetime asset trust works, [...]
Life Insurance and COVID-19
Life Insurance and COVID-19 With the effect of COVID-19 still in our communities and on our economy, you may wonder if it has influenced life insurance as well. In this article, we will go over some aspects you [...]
Bull Market-What to Do
Bull Market-What to Do A bull market is a type of condition that the financial market can be in. Generally, this term refers to a time when market prices are on the rise for an extended period. As opposed [...]