Annual Review: 6 Things to Discuss with Your Advisor
Annual Review An annual review of your financials is vital. It is important because the information your advisor has should be as accurate as possible. This will help your plan to stay on track. A lot can change over the [...]
Schedule C: Profit or Loss from a Business
Schedule C Schedule C is an attachment to the federal Form 1040. You use this form to report profit or loss from a business that is a sole proprietorship or an LLC that is set up as a disregarded [...]
10 Common Estate Planning Misconceptions
Estate planning is a complex area. This confusion can lead to misconceptions being widely spread as the truth. In this article, we will go over 10 common estate planning misconceptions. This will give you some of the knowledge necessary [...]
Medicare Verses Medicaid
Medicare Versus Medicaid Many people confuse Medicare and Medicaid. Though they both help cover medical expenses, they are two very different government programs. In this article, we will compare Medicare versus Medicaid. We will go over what they cover [...]
5 Ways to Be More Financially Responsible
5 Ways to Be More Financially Responsible The lack of financial education can lead to a build-up of debt or chronic financial instability. But even just small changes can make a big difference. These small changes add up over [...]