Individual Investor Resources
(The following article is courtesy of Retirement Plan Advisory Group's Retirement Times newsletter.) According to a recent Wall Street Journal article, retirement plans and IRAs account for about 60 percent of the assets of U.S. households investing at least...
What’s the difference between a General Obligation bond and a Revenue bond? #MunicipalBonds
Childhood attitudes and habits can determine your child’s health in his or her adult years.
There are four basic steps to calculating the value of an estate.
Struggling with #studentloan #debt? Learn five strategies that may help manage your debt and save your money.
Value. Growth. Cycles. Underperform. Outperform. Confusing? When was your last Investment IQ test? #ValueInvesting
Calculating a capital gain or loss may not be as simple as it sounds.
Once meant for the very rich, the AMT now targets many middle class taxpayers. Are you one of them?
When was the last time you checked your credit score? #CreditScore
Hear from Valenta Capital’s Colby Valenta as he shares insights on factors that affected the 2016 markets, and what financial experts forecast for 2017.
The IRS does not exempt children who have income from the obligation to file a tax return because of age.
When considering a record keeping system for your business, you need to ask yourself some very important questions
You’ve allocated your assets; you just may not realize it yet. #AssetAllocation
Three important questions to consider before you start taking #SocialSecurity.
Are you overpaying your #taxes? Here’s six overlooked #tax #deductions.
How much do you know about stocks?
Considering alternative investments? It’s critical to sort through the complexity. #video
Before retiring early, take a look at the cold, hard facts. #retiringearly #retirement
The S&P 500 is ubiquitous. Ever wonder how it works? #S&P500
Does your business have a retirement strategy that fits your short, long-term needs?
Your credit score may impact what you pay for auto and home insurance. Learn more.
Developing a retirement strategy? It’s critical to know the differences between investment types.
Even low inflation rates can pose a threat to investment returns. #inflation #investment
The investment decisions we make in preparation for retirement are crucial.
Benefit. Premium. Policyholder. Learn the language before evaluating your options. #TermLifeInsurance
Health-care coverage (including Medicare) typically does not cover extended medical care. #Medicare
Concerned about the social impact of your investments?
Find out whether you are insurable before implementing a strategy using life insurance.
Earnings season can move markets. Find out why.
In retirement, how can you turn your savings into regular income, while protecting your principal? #Annuity