The term Fiduciary has become more popular in recent years due to the latest changes in regulation. Dodd-Frank Act, SEC’s Regulation Best Interest, and DOL’s Fiduciary Rule are all examples of recent legislation attempts at defining the roles and responsibilities of...
One of the hottest financial topics lately has been the Federal Reserve and their upcoming tightening policy schedule. In order to really understand the impact of interest rate hikes, it is important to review the basis of fiscal and monetary policy. Both types of...
Retirement income planning oftentimes includes a focus on limiting taxable consequences. A Traditional IRA or 401(k) provides pre-tax retirement savings, which trigger income taxes whenever a withdrawal is made. A Roth IRA provides after-tax savings that grow tax-free...
If you have been to the gas station lately then you most likely noticed the higher-than-normal cost to fill up your tank. Have you noticed other price increases in your grocery or utility bills? The COVID-19 pandemic required the federal government to provide massive...
The largest portion of the United States population is Millennials, at over 72 million people strong, but only 17% of millennials own a home. However, there are a lot of millennials that want to buy a home and, in many cases, that creates a bidding war that increases...
