SHOP Basics
SHOP Basics SHOP stands for Small Business Health Care Options Program. The SHOP allows small business owners to be able to offer Health Care coverage to their employees. In this article, we will go over SHOP basics so that [...]
Reasons Your Portfolio Is Not Performing
Reasons Your Portfolio Is Not Performing Many investors feel frustrated because their portfolio is not performing at the level they want it to. There are many factors that play into your portfolio’s performance. In this article, we will go [...]
Choosing Your Trustee
Choosing Your Trustee A trustee is an entity or a person who you appoint to manage your trust after you can no longer manage the trust yourself. For a Revocable Living Trust, this person is your successor trustee. In [...]
Tax Planning for Divorce
Tax Planning for Divorce When caught up in the moment tax planning for divorce is probably the last thing on your mind. However, it is important not to ignore it as a divorce can have severe consequences on your [...]
Save on Term Life Insurance
Save on Term Life Insurance Life insurance is an important measure that will help your family cover costs if you pass. The most popular and affordable option is term life insurance. You can purchase a term policy that will [...]
