Ready For Tax Season?
Tax Season is approaching and being prepared is essential. Here are important information and tools to help you get ready. Before you meet with your tax advisor to files, schedule…
2021/2022 TurboTax Guide
Do you file your own taxes using TurboTax? Here is some important information for uploading documents as well as frequently asked questions.
Up To Your Neck In Debt?
Are you afraid to open your bills? Do you juggle bills, paying Paul one month and Peter the next? Do you make only the required minimum payment? Do you have…
Monte Carlo Simulation
Because the future is both uncertain and unknowable, investment planning frequently involves efforts to simulate or "model" the future. Given certain investment decisions, how likely is it that a particular…
Bonds
When an individual borrows money to purchase a home, a type of debt called a "mortgage" is created. A single organization such as a bank or credit union will loan…
Basic Investment Tools
Individuals with investable funds often have a desire to put those "extra" dollars to work to meet a specific purpose. For some, there may be a desire to accumulate funds…
Modern Portfolio Theory
Everyone with money to invest faces a primary question: what do I invest the funds in? In answering this question, a number of individual factors are typically considered, such as…
Annuity – LTC Combo Contracts
Providing for health care is a key part of retirement planning. For most Americans age 65 and over, the federal government's Medicare program, and its various components, provides most of…
LTC and Partnership
Private insurance is one of a number of ways that individuals who require long-term care (LTC) are able to pay for the needed help. In a LTC Partnership program, a…
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