What is a Non-Grantor Trust and How Does it Work?
Nongrantor trusts can be a useful tool for estate planning purposes. However, it is important to understand how they work and what their advantages and disadvantages are before deciding whether...
What is an Exchange Traded Fund?
What is an Exchange-traded fund (ETF)? ETFs are one of the most talked-about investment products today. But what exactly are they, and why should you consider investing in them? In...
A Beginner’s Guide to Investing
Investing can seem daunting, especially if you’ve never done it before. While there are many resources out there to help you get started, the best way to become an investor...
Taxes: What are They and How do They Work
Taxes are an important part of life, and understanding how they work is essential for everyone. Whether you are an individual, a business, or a government, taxes are a necessary...
Filling Out Tax Forms During Tax Season
Completing your tax forms is likely not your definition of a fun evening. Whether you fill them out long-hand, use tax preparation software, or enlist the help of a tax...
How to Manage Income Streams During Retirement
Planning for retirement can be complicated and stressful. You’ve worked hard for decades, and now you have to figure out how to manage your income streams and savings to enjoy...
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....
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...
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...
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:...