Blog Archives

Tax Planning for Investors

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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

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Can You Roll An Old 401(k) To Another 401(k)?

When you leave a job for another company or when you transition into retirement, you have several options to consider.

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What is a REIT?

What is a Real Estate Investment Trust

Today’s tip will cover “What is a REIT?” A REIT, also known as a Real Estate Investment Trust is a company that owns, operates or finances income-producing real estate.  You can invest in REITs either by purchasing shares directly on

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Financial Planning: What Should I Do With My Student Loans?

What Should I Do With My Student Loans

“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

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What is a Trust?

  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

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What are Investment Decisions Based On?

Today’s tip will cover “What are investment decisions based on?” There are several factors that you should consider before making investment decisions.   A few factors to consider but are not limited to 1) take an honest look at your

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What is a Stock? Part 2

At the end of our last Investing Basics for Savvy Women episode we asked a question: “Do you always make money in owning a stock of a single company?” The answer is emphatically no. Any company can fail. Any company

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