Financial Planning
4 min read
09 Jan 2020
Succession Planning: Don’t Leave Your Company Without It
There are many things great leaders do. Not only do they lead by example when they are a part of the organization, but they also make sure that the organization and their employees succeed in their endeavors even when they are not around anymore. A major thing to consider for you when leaving a company […]
4 min read
08 Jan 2020
5 Financial Planning Tips for a Happy and Prosperous Future
It is never too late to start planning for a better and more prosperous financial future. Financial planning doesn’t always have to be complicated. In fact, handling finances efficiently is something that everyone should know how to do. Unfortunately, this is not the case with most Americans. Financial tips that can help secure your future […]
5 min read
31 Dec 2019
5 Misconceptions About Financial Planning that You Must Steer Clear Of
People have a lot of misconceptions when it comes to the world of financial planning. While some assume that they don’t need a financial planner, others feel that their income is not enough to even warrant some form of financial planning. Whatever the case may be, there is no doubt that numerous misunderstandings endure. Such […]
4 min read
24 Dec 2019
Potential Conflicts Within the Investment Industry
The investment industry in America has always been riddled by conflicts. Traditionally, these conflicts were of a simpler nature, out there in the open for everyone to see. As such, it wasn’t very difficult to spot and avoid them. In this day and age, it’s a different story altogether. Factors like globalization and a massive […]
4 min read
05 Dec 2019
When Investing, Use Time to Your Advantage
Most of us understand that an investment is a process of investing money in order to earn a profit. Usually, we make the mistake of relegating all our investments towards the later part of our adult lives – mostly after the age of 30 when we are well-settled in our careers and happily married. However, […]
5 min read
28 Nov 2019
How to make major financial decisions in life?
Money is an integral part of our lives and all of us are required to make decisions regarding it on a daily basis. Every day, we are faced with the choice of either spending our money for immediate gratification or saving it for eventual gain in the future. Our ancestors in the past would have […]
4 min read
22 Nov 2019
All About Setting Financial Goals
The importance of savings is well-known, but just merely hoarding cash in a cabinet is of no use unless you have specific goals. Setting up financial goals can help you shape your future. Without a set of targets, you would find yourself spending on unnecessary items, and falling short of funds in case of an […]
3 min read
31 Oct 2019
Clearing air around the term “Tax Exempt”
Having to pay huge sums of tax on your hard-earned assets can pinch a little. This is why most people are always on the lookout for ways to evade tax or invest in assets that reduce their tax load. The term ‘tax-exempt’ means to be eligible to not pay income tax to the government. Certain […]
5 min read
29 Oct 2019
Financial Tips for a Lifetime
Managing your finances optimally can often be the key to a happy life. Unfortunately, many of us are weak at managing our finances and usually don’t end up as comfortable and wealthy as we could. It’s a fact the there is a deep link between life and money. Most Important Financial Tips at 3 Crucial […]
4 min read
17 Oct 2019
8 Investment Mistakes That You Must Steer Clear Of
“The more you learn, the more you earn.” This simple mantra should be your guiding torch throughout your financial journey. There is no single best way to make secure investments. It is only with good knowledge about different strategies that one can come to a prudent decision. There could be two approaches to learning: The […]
3 min read
08 Oct 2019
How to know If Index Annuities are right for you
Index annuities are increasingly becoming a part of people’s financial portfolios. Its popularity has risen in the last few decades, as it protects investors from the direct risks of stock markets and provides a fixed annuity. But what exactly is this financial instrument and how does it work? And, is it right for all investors? […]
5 min read
07 Oct 2019
How to Invest for Short-Term Goals within the Next 10 Years
One of the most important deciding factors behind any financial strategy is time. You may think that inflation, economies, and markets affect your financial goals, but it is time that steers all of these factors and ultimately your financial plans. People like to keep different time- based goals that they hope to achieve in their […]
5 min read
01 Oct 2019
10 Reasons Why Financial Planning Isn’t Just for the Wealthy
The title itself is quite self explanatory. The biggest misconception of all time is that financial planning is for the wealthy. The truth, however, is that financial planning is a path to being wealthy. Not everyone is born with a silver spoon, but with proper planning and investments, some people can turn their faith around. […]
5 min read
25 Sep 2019
Key Strategies for Investing During a Recession
Recession is defined as a prolonged period of decline in economic activity. Typically, if the economy suffers from two consecutive quarters of negative gross domestic product or GDP, it is considered to be in recession. As per businessman and financial commentator, Jim Rogers, recession is an unavoidable part of the market, and hits the economy […]
5 min read
15 Sep 2019
Here’s All You Need to Know about Net Unrealized Appreciation
When you think of retirement planning, you have a gamut of options to choose from. There are many employer-sponsored retirement plans, like the 401(K) or individual retirement account (IRA) that come with a lot of benefits. The real inconvenience, however, is the fact that retirement benefits are not always exempted from taxes. Needless to say, […]
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The blog articles on this website are provided for general educational and informational purposes only, and no content included is intended to be used as financial or legal advice. A professional financial advisor should be consulted prior to making any investment decisions. Each person’s financial situation is unique, and your advisor would be able to provide you with the financial information and advice related to your financial situation.