Companies and government entities issue bonds to raise money for different reasons, including financing their operations. When you invest in bonds, you essentially loan money to the issuing organization and become a creditor. Over time, that money must be paid back to...
Your 401k plan (aka – employer-sponsored retirement savings plan) is one of the most convenient ways to help build a nest egg for your retirement. But did you know that your plan also offers tax benefits? In less than four minutes, this video will illustrate how...
The IRS recently released its annual list of tax scams. The list reminds taxpayers to use caution and avoid becoming victims of fraudulent tax schemes. Click this link for a 3 minute video overview of the tax scams. Still have questions? Reach out, we’re here...
Filing income taxes is an annual chore that few people enjoy, unless it results in a big refund. But hold on — is receiving a tax refund a reason to celebrate? Let’s review the pros and cons in this two and a half minute video . Still have...
2018 was quite the rollercoaster! We have a great 4 minute video that really encapsulates 2018. We highly recommend you invest time to take a look. Need a second opinion on your investments? Reach out for a free analysis . (How can you say no to...
