When it comes to creating a living trust there are many steps to the process and many things that one must consider when drawing up the document. However none of these steps are more important than the funding of the trust. The funding of the...
Have you ever wondered what would happen if you needed to make an important decision whether it be financially, medically, or legally, and you just weren’t able to do it? How would you ensure your interests when...
Retirement, the golden years, the time one gets to spend with their family, friends and loved ones. The last thing someone wants to worry about during this time is money. But that’s why you’re prepared, right?...
The time has come, and procrastination is no longer an option. You’ve been putting this off for days, weeks, months or even years. It’s finally time to start your retirement planning. But there is just one problem; chances are that you haven’t retired before, and...
This is a question on the minds of many approaching the age of retirement. Where your belongings go and how they are handled is something to be concerned about. And being able to ensure that your estate is handled the way YOU want it is priceless. For most people having a simple will is, simply not enough. This is where a Living Trust becomes very useful.
Have you ever tried to get a will or a trust from a stationary store to try and save money? Or maybe you know someone who has. If you have, what you probably found was the difficulty of trying to decipher the legal language. What...
Investors looking to invest in the stock market for the future are usually faced with two main options – mutual funds or individual stocks. Mutual funds are an actively managed portfolio of stocks, designed to beat the market with the assistance of a fund manager. ...
An indexed annuity is a contract issued and guaranteed by an insurance company. You invest an amount of money (premium) in return for protection against down markets, the potential for some investment growth, which is linked to an index (e.g., the S&P 500®), and in...
In this ever changing job market that we have, people are getting laid-off from their employers daily. Many people have several former employers by no fault of their. With each employer there’s some type of 401(k), or similar employer sponsored plan. So my question is,...
Call option (or "calls"): Stock options that give the buyer of the option the right, but not the obligation, to purchase stocks at the stated "strike price" by the "expiration date." When you sell a call, you assume the potential obligation to sell shares at...
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