Sophisticated financial advice for sophisticated individuals
With the election nearing, investors are weighing their options. Who will win? What will it mean for the stock market? What should you do now? These are some of the important questions I tackle in this blog post.
Low interest rates can be bad news for these types of policies. Here are 3 reasons why now is a good time to review your policy with an in-force illustration from the carrier.
Receiving unemployment compensation is a huge help. But an unexpected tax hit? Not so much. Here, we go through 3 ways you can take control of your taxes if you claimed unemployment benefits during COVID-19.
Index funds are easy, but when you buy them you are giving up your chance to take an important tax break. Here's how to create a better index fund.
Buffer notes are a way to invest for some upside while limiting your downside. Do they make sense? What are the disadvantages? Here's what you need to know.