February 9, 2023
What is a Mutual Fund?
A mutual fund is a type of investment vehicle that pools money from many investors and invests it in a variety of securities, such as stocks, bonds, and short-term debt....
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Advisor Resources
This is a comprehensive collection of tools, guides, and educational materials designed to support financial advisors, consultants, and coaches in their professional development. These resources provide insights into industry best practices, client management strategies, and investment planning. The goal is to empower advisors with knowledge and practical solutions to improve client relationships, grow their practice, and stay ahead in the ever-evolving financial landscape. Whether through articles, webinars, templates, or continuing education courses, Advisor Resources serves as a one-stop hub for professional enrichment.
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February 7, 2023
The Basics of Investing in Real Estate
As an individual investor, real estate investing is a great way to increase not only wealth but create a well-diversified portfolio. Whether you are just starting or are an experienced...
February 2, 2023
What Are the Different Types of Taxes?
Whether you file your taxes with the help of an accountant or yourself, taxes impact everyone. America's tax code is notoriously complex; however, taxes break down into discrete categories that...
January 31, 2023
What Is a Roth 401k?
A Roth 401k brings many benefits of a traditional employer-sponsored 401(k) retirement savings vehicle. But with a traditional 401 k, you save for retirement with pre-tax dollars and write off...
January 26, 2023
Tax Credits vs. Tax Deductions: What’s the Difference?
There are a variety of methods to decrease your tax burden. Two of the more popular ones are tax credits and tax deductions. While these may seem like the same thing,...
January 24, 2023
Trust or Will: Which Do I Need?
If you’ve ever thought about estate planning, you’ve probably come across the terms “trust” and “will," but what are they, and which is best for you? Many don't understand the...
January 19, 2023
Strategies to Reduce Expenses During Retirement
Retirement is one of the most exciting times in a person’s life, but it can also be a time of financial stress. Some retirees may find themselves faced with having...
January 17, 2023
How To Fill Out A W-2
One of the essential documents employees have is a W-2. Filling out a W-2 form can seem overwhelming for both employees and employers. This form usually isn't completed by current...
January 12, 2023
Who Claims a Child on Taxes With 50/50 Custody?
Dependents claimed on your tax return can yield valuable tax benefits that may include the ability to claim the child tax credit and the child and dependent care tax...
January 10, 2023
How Much Should I Have in My 401k?
Preparing for retirement can be challenging. One of the most important things you can do is ensure the health of your overall retirement nest egg and understand your financial goals....
January 5, 2023
I’m Retired. What Should I Invest In?
5 ways to continue investing during your retirement Retirement is the ultimate goal for many employees, but it can often be burdensome. Before retiring, you may have pondered things like:...
January 3, 2023
Taxes Could Skyrocket Under This Social Security Bill
Social Security is one of the most popular and enduring government programs in U.S. history and has funded the lives of senior citizens for more than 80 years, through good...
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