Key Points Introduction Deciding which financial professional to work with can be a daunting task. It’s important to understand the different types of services they offer and how they can help you reach your financial goals. One of the most common questions people have is whether to work with a financial advisor or a financial […]
Personal Finance
Are Index Funds and Mutual Funds The Same Thing?
Are Index Funds and Mutual Funds The Same Thing?
Introduction Investing in the stock market can be an intimidating experience, especially for those who are new to it. With so many different options available, it can be difficult to know what type of investment would be right for you. Two popular investment vehicles are index funds and mutual funds—but is there a difference? In […]
The Comprehensive Guide For Qualified Distributions from Roth IRAs
The Comprehensive Guide For Qualified Distributions from Roth IRAs
A Roth IRA is a unique retirement account that offers some attractive benefits, including the ability to take qualified distributions without having to pay taxes on the money. But what exactly is a qualified distribution? And how do you know if you’re eligible to take one? In this blog post, we will explore the ins […]
Qualified Dividends: here’s how they work and how they’re different from other dividends
Qualified Dividends: here’s how they work and how they’re different from other dividends
If you’re reading this article, you probably are wondering “What is a qualified dividend?” and “How do qualified dividends work?”. Qualified dividends are a type of investment income that you’re paid from a dividend-paying stock. What makes them unique is, they’re subject to special tax treatment (typically lower tax rates). If you receive qualified dividends, […]
Restricted Stock Units (RSUs/RSU): What You Need To Know
Restricted Stock Units (RSUs/RSU): What You Need To Know
2022 was a fantastic year for employees everywhere. Corporate perks, 10% raises, free gym memberships, unlimited PTO, and kombucha on tap in the breakroom. These killer benefits have led to numerous firms being recognized as “top employers” but at the end of the day, we work because we want more money. Do you really care […]
What Does It Means To Be A Fee-Only Advisor & Why Is It Better?
What Does It Means To Be A Fee-Only Advisor & Why Is It Better?
Key Points Introduction Financial planning is a process that helps you manage your money so that you can achieve your financial goals. There are different types of financial planning, but fee-only financial planning is a type of planning that is becoming increasingly popular. So, what is fee-only financial planning? And how is it different from […]