Owning shares of stock or stock funds might increase the value of your portfolio in one of two fundamental ways: capital appreciation (i.e., price increases)
As we draw closer to the last quarter of 2018, Americans are starting to think more about the changes to the U.S. tax code. Though the tax code has been tweaked
If you don’t know the difference between asset-backed securities and securities, you may want to take a look at these common financial terms and their
In light of recent security breaches at Facebook and Yahoo, it’s vital that we do a better job ensuring that our personal data remains hidden from criminals and
The Trump administration’s new tax reform bill was signed into law in December of 2017, representing the first major tax change in over 30 years. The changes
Professionals, executives and business owners recognize the threat that a disability poses to their financial independence, which is why many have individual
These are the obstacles we all face in trying to pursue our financial goals:
Business owners who have acquired a lot of personal assets face the possibility of having their assets targeted by creditors who want to resolve a business
As if business owners didn’t have enough to contend in managing their business and personal finances, there is one particular aspect of their financial lives
At 36 years old, Jennifer had it all – a growing practice, 3 excellent employees and a beautiful suite in a new medical complex. Having spent considerable time
How much money do I need to retire?
This is probably the question financial planners are asked the most when clients walk in to discuss retirement freedom. A
Think about your retirement. When you hang up your stethoscope, will your budget allow for fine dining in Paris or will it be restricted to a burger in Paris
