The Revocable Living Trust A Living Trust is one of the most flexible estate planning tools in existence. It can be customized to help ensure that actions will be carried out according to one’s intentions while providing for several contingencies. One of the most common types is the...
Are you or someone you know self-employed? If so, at some point you’ve had to think about setting up a retirement plan for your business. Someone may have approached you with the idea of a SEP IRA or a similar arrangement, but did you know that you also have the option to set up your...
Dollar Cost Averaging – is an investment strategy in which an investor makes purchases of an investment or group of investments with a fixed dollar amount at regular pre-determined intervals. This may sound familiar. A lot of us have used this strategy without being aware of it. Many...
