How to Apply an Asset Allocation to Multiple Investment Accounts
Whether you’re managing your own investments or working with a financial advisor, setting the right asset allocation is key. But what’s the best way to
Category: Infographics
What To Do With Excess Cash: 7 Ways to Use Extra Savings
What should you do with excess cash? If you are holding too much cash, consider how to use the extra money to your benefit. If
Asset Management vs Wealth Management: What’s the Difference?
Asset Management vs Wealth Management When searching for a financial professional, you may wonder whether you need asset management vs wealth management. How are they
Calculating How Much Charitable Donations Will Reduce Taxes
How much charitable giving will reduce taxes depends on what you donate. The tax deductions for charitable giving will vary for donations of cash, stock,
Investing Outside of the S&P 500
If you’ve ever heard excerpts from the latest Apple earnings report, you may have thought, ‘so what?’ Well, for many investors, Apple’s relative performance could
Social Security Strategies for Married Couples with Unequal Incomes
How should couples file for Social Security benefits if they have unequal incomes? It isn’t always advantageous to wait until age 70 to file for
Options After Inheriting an IRA from Your Spouse
If your spouse has named you as a beneficiary on their traditional IRA, SEP IRA, or SIMPLE IRA, you will need to understand your options
SEP IRA vs Solo 401(k): What’s the Best Retirement Plan for Small Business Owners?
Updated for 2022. Business owners have several retirement plans to choose from. For small companies, the SEP IRA and Solo 401(k) are the most common.
How Your Brokerage Account is Taxed
How is a brokerage account taxed? Brokerage accounts (also called non-qualified accounts) are taxed differently than qualified retirement plans like a 401(k) or a 403(b).