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Investment Planning

Investment planning is more than just deciding where to invest your money. There are many considerations to take into account and these articles are just the place to start learning smart strategies. Read our most recent articles or search the Categories below for a specific topic such as:

  • Tax Strategies 
  • Education (ex: Using 529 Plans to Invest for College & Manage Wealth)
  • Estate Planning (ex: Saving for Short-Term Financial Goals)
  • Finances (ex: Pay Yourself First - and Regularly)
  • Managing Your Investment (ex: Diversification - Reducing Portfolio Risk)
  • And much more!

This library of information will give you insight on important financial topics! Simple click on one of the article please or select the category you wish to search and enjoy reading information that is easy to understand.

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Results: 29 Articles found.

Small-Business Financing: Debt vs. Equity

Business owners who seek financing face a fundamental choice: Should they borrow funds or take in new investment capital? Since debt and equity are accounted for differently, each has a different impact on earnings, cash flow and taxes...

Strategies for Tax-Efficient Investing

Just about every investor knows, it’s not necessarily what your investments earn, but what they earn after taxes that counts. After factoring in federal income and capital gains taxes, the alternative minimum tax, and any applicable state and local taxes, your investment returns in any given year may be reduced by 40% or more.

Saving for Short-Term Financial Goals

Most of us know we need to save for our future goals. Buying a home, providing an education for our children and investing for a secure retirement are the most common long-term savings goals. But what about next year’s vacation, remodeling or refurbishing your house, or buying a second car?

Naming Beneficiaries of Insurance Policies and Retirement Plans

One estate planning concern that is shared by people from all walks of life is who gets what when you pass on. While some individuals logically may assume that a last will and testament is the only official forum to express such decisions, that is not always the case. Often, an equally important issue is determining who to name as beneficiary on life insurance policies, employer-sponsored retirement plan accounts and IRAs, since beneficiaries of these assets are paid directly as named...

Getting Your Children Involved in Saving for College

The planning required to send a child to college may seem overwhelming, but parents do not have to do all the work. Getting children involved in college planning may be an excellent way to teach responsibility to young people—a lesson that could reap benefits well beyond their college years.

 
Results: 29 Articles found.
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