Types of Bonds
Types of Bonds A bond is a loan from an investor to a borrower, such as a corporation or government. This loan is given for a set period, where the investor receives regular interest. There are many types of [...]
6 Fixed Index Annuity Myths
6 Fixed Index Annuity Myths You have many options available to you to help you provide for future income. A fixed index annuity can be a great way to provide a guaranteed income stream during retirement. But there are [...]
Medicaid Asset Protection Trust
Medicaid Asset Protection Trust A Medicaid Asset Protection Trust can help you to qualify for your long-term Medicaid care when you have assets in excess of their limits, without spending those assets down. By transferring assets into this type [...]
Form 1065-Partnership Tax Return
Form 1065-Partnership Tax Return A Form 1065 allows a partnership to report their financial activities to the IRS. This would include profits, losses, deductions, and credits. Partnerships do not pay income tax with this return. Rather they pass the [...]
7 Steps to Prepare for Retirement
7 Steps to Prepare for Retirement Retirement is a significant life event that requires years of preparation and planning. As you go along you will need to continuously evaluate your plans and adjust. We want to be here to [...]