A common financial guideline to assess debt management for aspiring homeowners.
An in-depth look at non-qualified deferred compensation plans under Section 409A, with a sprinkle of humor!
Tax-advantaged accounts to fund education costs, from kindergarten to graduate school — who knew saving could be this much fun?
A professional designation for financial professionals focusing on asset management.
Learn about Aggregation in the Futures Markets and Financial Planning.
Annualized income is the estimated income generated over a year based on data from less than one full year.
The process of converting an annuity into a series of periodic income payments.
Annuity Table: Assess the Present Value of Payments with a Dash of Humor
Understanding the process of managing the use of assets and cash flows.
Understanding the essential expenditures that cannot be eliminated
Understanding a Balanced Budget: Revenue, Expenses, and a Whole Lot of Balance
Understanding Beneficiaries and Their Role in Financial Blessings
An estimation tool for forecasting cash inflows and outflows in a business
The process of collecting and managing cash flows effectively.
A Certificate of Deposit (CD) is a secure way to save money by locking it in for a specific term to earn higher interest.
The senior executive responsible for managing company finances.
Understanding the vibrant and vital role of a contingent beneficiary in financial planning.
A credit card is a flexible financial tool that allows you to borrow money for purchases, with a promise to pay it back later — sometimes with a bit of interest!
A strategy to manage and simplify your debts by combining multiple debts into one.
A Lifeline When Life Throws You a Curveball
A tax professional authorized by the U.S. government to represent taxpayers before the IRS.
Exit Strategy Defined: The Smart Way to Leave Investments Without Drama
A humorous exploration of the Family Limited Partnership, where family ties get a financial upgrade!
