Click on the image above to view this Proactive Wealth Process video Tax Planning for Investors In this Proactive Wealth Process discussion we focus on Tax Planning for Investors with IRS Enrolled Agent, Rachel Ivanovich, MBA and Chief Leadership Officer…
“What’s the difference between a Financial Planner and a Financial Advisor?” A Financial Advisor is a professional who helps manage your money. Financial Advisor is a general term that might include stock brokers, insurance agents, money managers, estate planners, bankers…
“What should I do with my student loans?” If you have massive school loans, you might be feeling a little overwhelmed with your current debt. I would suggest you stop for a moment and take a deep breathe. With financial…
Today’s Financial Planning tip will cover “What is a Roth IRA?” A Roth IRA, is an Individual Retirement Account used by individuals to save for retirement with after tax income that grows tax free and distributions are tax free. However,…
Today’s Financial Planning tip will cover “What is an IRA?” An IRA, is an Individual Retirement Account that is an investing vehicle used by individuals to save for retirement with tax free growth. What this means for you is that…
Today’s tip will cover “What are some of the benefits of 529 education saving accounts and the recent tax overhaul?” Many people will benefit from a change that allows assets in 529 plans to be used to pay for elementary…
Today’s tip will cover “Why choose a 529 plan for college savings?” A 529 Plan is a college savings account that is exempt from federal taxes. These types of plans were introduced in 1996 to help taxpayers save for college…
What is a Trust? Simply put, a trust agreement is a document that spells out your wishes upon your death. When the time comes, how would you like your money and property distributed? However, depending on your specific goals…
