Investing
Introduction to Retirement Taxation
Retirement taxation is a multifaceted and crucial aspect of financial planning that’s important to consider when preparing to enter your golden years. It encompasses the intricacies of taxes, deductions, and…
Read MoreWhat Is Financial Risk Tolerance?
When you hear the word “risk” in association with your money and investing, what do you feel? Are you excited about the opportunity for high returns or feel the thrill…
Read MoreWhat Is Blockchain Technology?
What Is Blockchain Technology? Blockchain is a digital ledger on which cryptocurrency transactions are distributed across a network of computers using information encrypted by cryptography. Blockchain is open-source distributed ledger…
Read MoreWhat Is Cryptocurrency?
What Is Cryptocurrency? We’ve all heard of bitcoin, but what IS it? Bitcoin is the most well-known and highest-valued—and first—cryptocurrency. Cryptocurrency is decentralized digital currency that can be used to…
Read MoreIntroduction to Sustainable Investing
Is investing in funds or stocks in alignment with your principles and beliefs important to you? If so, understanding what sustainable investing is and how you can make it work…
Read MoreIntroduction to Investing for Retirement: Types of Asset Classes and Retirement Plans
There is no one formula for building a successful retirement plan—there are seemingly endless options and plans for you to invest in and take advantage of, with more being added…
Read MoreInflation: What It Is and Why You Should Care
Have you ever heard your grandparent say, “I remember when a gallon of milk cost 30 cents!”? Shoot, you may even have examples from your lifetime! I remember when a…
Read MoreThinking of Selling Your Investment Property? Consider a 1031 Exchange
Summertime in Real Estate Means It’s ‘Sizzling’ Peak Season Given both the hot housing market and low mortgage rates, there has been tremendous demand for buyers looking for homes. Over…
Read MoreHow Retirees and Pre-Retirees Can Hedge Against Inflation
Today’s dollar buys far less than it did 10, 20, and 30 years ago—much like today’s dollar will not have the same purchasing power in 10, 20, and 30 years…
Read MoreDiversification: What It Is and Why It Matters to Your Portfolio—and Financial Future
The stock market and investing, in general, can come with high highs and stomach-churning lows. Knowing where to invest your money and how much to invest is a complicated interplay…
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