Planning for All Aspects of Your Financial Future

Setting Up A Solo 401(K) Retirement Plan For A Small Business

Self-employed individuals are allowed to fund an individual retirement account, but there are better options available. Owners of small businesses can maximize their retirement account contributions by establishing a solo 401(k) plan. A solo 401(k) plan is similar to a regular 401(k) except that the solo plan is available only to self-employed individuals. The owner […]

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3 Tips To Reduce How Much An Audit Interferes With Normal Operations

Going through an audit, even if your company’s books are in order, takes time. There are ways, however, to make the audit process smoother so that it doesn’t interfere with your day-to-day work. If your company has an upcoming audit, used these audit preparation tips to help make the audit as easy as possible. Pull […]

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Why You Should Hire A Financial Planner When Purchasing A Vacation Home

If you’re thinking about buying a beach house or another vacation home, you could be considering hiring a real estate agent to help you with your purchase. One person that you might not have thought about hiring is a financial planner. However, if you want to be sure that you make a smart decision when […]

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Types Of IRA Rollovers Allowed By The Tax Code

With so many different types of retirement accounts available, it is often not readily apparent which types of rollovers are permissible. Even though an IRA rollover is simply a transfer of funds, the Internal Revenue Code is specific as to which account transfers receive preferential tax treatment. The IRS publishes a concise chart that summarizes […]

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4 Reasons To Consider An Annuity For Your Recent Inheritance

Did you recently come into a large lump-sum of money via an inheritance? If so, you may now have questions about what you should do with the money. You have a wide range of options and investment choices available, so it’s important that you consider each option carefully. One option you may want to consider […]

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Two Questions To Ask A Nearby Family Member To Help With Responsibly Reducing Long Term Care Insurance Costs

Having a nearby family member to supplement any long term care you’ll need in your old age is a great way to reduce insurance premiums. As long as you and your family member are on the same page, you can pick and choose the coverage you buy so that you’re only paying for specialized medical […]

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Different Ways To Invest In Real Estate For The Novice

If you have just received some money from a settlement, lottery winnings, or an inheritance, you may wonder how to invest it wisely to give you some security. You may have heard that investing in real estate can be a good idea but don’t know how. Even if your windfall is not a huge amount […]

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Mergers and Acquisitions Specialist FAQ

There are many different job positions in the world of finance. One of these careers is in mergers and acquisitions. Read on to learn some frequently asked questions about a career as an M&A specialist. 1. What is “Mergers and Acquisitions”? Mergers and Acquisitions, also known as M&A, is a type of strategic finance planning […]

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Could Platinum Be A Good Investment For Your Portfolio?

Hedging a portfolio with precious metals is a common strategy by those hoping to offset declines in stock prices and currency. Gold is the most popular precious metal to invest in, followed by silver at a distant second. Few people seriously weigh options to invest in platinum, even though increased industrial demand in the future […]

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