IRAs: Roth vs Traditional

IRAs: Roth vs Traditional

When it comes to saving for retirement, there are a lot of options to choose from. One of the most popular choices is the IRA. There are two main types of IRA – Roth and Traditional. They are similar, but differ in terms of taxation, funding, and more. We’ll...
Estate Planning & Dynasty Trusts

Estate Planning & Dynasty Trusts

A trust is a legal arrangement that allows trustees to control assets on behalf of a trustor. Trusts are important for estate planning, as they protect the trustor’s assets and intention to distribute them after the trustor has passed. Trusts are a great way to take...
How to negotiate for a lower interest rate

How to negotiate for a lower interest rate

If you are like most people, you probably don’t enjoy negotiating. It can be stressful and it feels like you are putting your fate in someone else’s hands. However, when it comes to getting a lower interest rate on your credit cards, mortgages, auto loans,...

Tips For Balancing Your Portfolio

There are countless choices when it comes to managing your investment portfolio. This is why many people find it challenging to determine what is the one best way to balance a portfolio that will maximize profit while minimizing risk. Unfortunately, there is not a...

Options to Consider For Preferred Beneficiaries

Once you pass away, there are various things that could happen with your bank account. Much of this can depend on how you have your account set up. Whether or not you have a will or trust can also make a difference. The important thing is that you take action to make...