DIY Estate Planning Pitfalls
DIY Estate Planning We live in a DIY (Do it Yourself) world. With so much information at our fingertips, we can learn how to fix our dishwasher, build a patio, or learn a new computer software, all for [...]
1099s: What You Need to Know
1099s: The Basics 1099s are forms that show how much income you have earned over the year. These forms document income received from sources other than an employer. There are numerous different kinds of 1099s, all for types of [...]
How to Save on Advisory Fees
You’re Paying Too Much in Advisory Fees When you open or transfer an account with an advisor, you expect your money to grow, not eaten away by advisory fees. Sadly, this happens to most investors without them even [...]
Life Insurance Riders
Riders: Another Form of Coverage Riders are additional benefits you can add to your life insurance policy. These riders provide coverage not normally provided by your standard life insurance policy. Typically, these riders will come with an additional cost. [...]
Celebrity Estate Planning Mistakes
Celebrities are People Too More than half of the American population does not have any type of estate planning documents in place. This can lead to probate nightmares! Celebrities are not exempt from this list. Despite their immense wealth, [...]