2018 Investing Strategies Dividend Stocks and Defensive Funds are highlighted this month as options for your 2018 Investing Strategies.  Learn about floors and ceilings, why you should go with a quality pro, why there is safety in numbers, and finally, how to reduce stress. Small Business: Natural Disaster Plan Are you covered by the right insurance,…

Asset Management Fees With title shifts happening at investment firms, the Asset Management Fees structure is changing to meet the new titles.  While the titles are not important, the method to compensate these individuals is crucial and something you should watch for so you don’t lose out. Roth IRA Reversal Partial conversions will help avoid…

2017 Tax Planning Roundup In this special issue, we cover the following 2017 Tax Planning topics: Year-End uncertainty Planning for Investors Retirement Tax Planning Charitable Donations Business Tax Planning Click here to read more on all of these topics! Tax Calendar November 13th – Quarter 3 Form 941 filing

Financial Independence for Kids An AICPA survey discovered that parents are more likely to talk with their children about manners, eating habits, school grades, and substance abuse than about finances.  All these topics are important, but it’s also vital to prepare kids for financial independence by teaching them the basics of handling money. New IRS…

Ginnie Mae Funds for Your Retirement Everyone says real estate investing is a great way to build wealth.  Did you know Ginnie Mae funds, or mortgage bonds, are the only mortgage securities with full federal backing?  Learn more about how the Government National Mortgage Association (GNMA) agency can help add security to your retirement funds….