Women & Retirement: 5 Things To Know
Everyone needs a retirement plan because after retirement, many people shift from wealth accumulation to wealth spending. When you picture retirement, are you sipping cocktails on a beach? Watching your…
Are You Eligible for Public Service Loan Forgiveness?
Are you a public employee such as a teacher or hospital worker? Employed in public service, either through a government agency or a non-profit organization? If so, you may be…
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…