What Type Of Will Do You Need and How Does It Affect Your Heirs
If you do not want there to be any doubt about your final wishes, you must have a Will. People are thinking about a simple will when discussing it, but there are several options.
Personal Finance: Financial Ratios and what insight do they give us?
Ratios are broken down into three categories: Liquidity, Debt, and Savings ratios, and give a picture of your financial health.
Ways of Owning Property Interests – And How It Affects Your Heirs
Buying a property is an excellent investment, no matter if it is for your primary residence or as a source of income.
Personal Finance 101: Are you financially healthy?
This blog is the first step towards figuring out your net worth.
There’s Nothing Basic about Tax Basis: Personal Property & Brokerage Accounts
It is crucial to understand the difference between basis and adjusted basis and how it affects your property.
Education Savings Bonds Program: Safe Investment for the future with limitations
How can you use Series EE and Series I savings bonds for education expenses and the tax implications that might have for you.
Roth IRA Accounts: Intended for retirement, but accessible for education
It is possible to use your Roth IRA to cover some education expenses, just be sure you meet the qualifications first.
Education Planning 101: Do you know your options? It’s never too soon to start planning.
This is a great place to start when thinking about education savings for your child.
Coverdell Education Savings Account (CESA): Flexible Investing But Within Limits
A Coverdell Education Savings Account (CESA) is a type of trust or custodial account to help provide funding for educational expenses.