Roth IRAs

Even though all of us face many pressing financial obligations every month, saving for retirement needs to be a priority if we don’t want to be caught in the dark. The best advice is to start saving early on in …

Estate Taxes

When considering estate planning, you need to be aware of the taxes that could be incurred if your assets are not properly distributed. Establishing a will and/or trust will ensure your money ends up where you desire. The amount of …

Use Trusts in Estate Planning

Keep in mind estate planning involves long-range planning and therefore is advisable even for young adults, especially young adults with children. Making a will is a primary part of estate planning. In addition, you may choose to establish a trust. …

Basic Estate Planning

No one lives forever on this earth. It is wise to take time to plan where your finances and assets will go upon your death. You don’t want to be caught off guard especially if you have children. Consulting a …

529 College Savings Plan

With the current economic recession and staggering unemployment rates, many people who are looking for work are opting to return to school to receive more education and training. Perhaps this is because job opportunities are scarce and they hope to …

Investing for Retirement

The look of retirement as we know it is changing. The life of leisure we once looked forward to has been postponed. Many of retirement age are working beyond age 65. There are benefits to working longer. We remain connected to …

Selling Stocks Short

You’ve taken time to properly analyze the stock you’ve picked. You’re ready to make your move. So, you choose to sell a stock short. Selling a stock short means you sell something you don’t have and buy it later in …