How do I prevent passwords from being compromised?
Have you ever had your password compromised? According to Norton, approximately 24 billion passwords were compromised in 2022. This can happen through hacking, phishing, or data breaches. In...
Should I pay off my mortgage early?
A home mortgage is one of the most substantial debts that individuals carry. It can be tempting to pay off your mortgage early if you have the funds available, which can lead many individuals to...
How can I ensure my assets pass efficiently to my heirs? (Part 2)
Last month, our Q&A focused on a few steps to take to help ensure your assets will transition to your heirs in a private manner without the court system getting involved. In addition, we...
How can I ensure my assets pass efficiently to my heirs? (Part 1)
Protecting your assets and taking the necessary steps to provide a smooth transfer to your loved ones is important. Oftentimes, certain steps are not properly addressed, and a person’s assets end up controlled by the courts. Fortunately, for most people, there are simple steps you can take to ensure your assets and personal belongings transfer in a private manner.
What is the difference between revocable and irrevocable trusts?
In the past, we have written Q&As on how to set up your assets to pass efficiently to your heirs as well as hosted a probate avoidance webinar. Choosing whether to transfer any of your assets...
Can I make a tax-deductible traditional IRA contribution?
A Traditional IRA serves as a valuable tool for individuals seeking to save for retirement while deferring taxes. Nevertheless, several factors come into play when assessing eligibility for...
Should I be concerned about the presidential election’s impact on the market?
S&P 500 Return During Presidential Election Years Policy uncertainty is predictably at its peak during election years. If there is one thing the stock market hates, it is uncertainty. However, a...
How are my capital gains taxed?
Tax returns are complicated. To add to their complexity, investment income generated by stocks, bonds, and other investment assets may be taxed differently than your other sources of income....
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Examples of topics our articles cover include: definitions for the different types of power of attorney, the roles of both dividend-paying stocks and fixed income stocks in a portfolio, information on 529 college savings plans, etc. Contact our team if you have any questions regarding our articles and how they relate to your investments.
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