Financial Planning for New Parents
Financial Planning is Not Just for Retirement Financial planning for new parents is an extremely important step. Why is this the case? As of 2013, it cost an average of $245,000 to raise a child to the age of [...]
IRA Beneficiary Trust
IRA Distributions Typically, when the owner of an IRA passes, the assets are given directly to the person, or people, named as beneficiaries of the account. These beneficiaries will receive the money outright. This can cause problems for [...]
Health Insurance SEP
SEP (Special Enrollment Periods) Typically, you can only purchase health insurance coverage through the Marketplace Exchange during the Open Enrollment Period. This lasts between November 1st and January 31st each year. However, there are some qualifying events that trigger [...]
Changes to Healthcare and Tax Laws
Affordable Care Act In 2010 the Patient Protection and Affordable Care Act (PPACA) was brought into effect. It has since then dramatically changed the health-insurance field. It has also caused dramatic changes to taxes. Read more to find out [...]
8 Reasons Everyone Needs a Financial Plan
Financial Plans are for Everyone Financial Plans are not just for the wealthy anymore. A comprehensive financial plan, with a wealth management company, can benefit you, no matter what your income level is. It is an invaluable tool [...]