Category Archives: Investing

Consider Investing in Qualified Opportunity Zones

Tucked away in the TCJA is the creation of Qualified Opportunity Zones (QO Zones). These are low-income communities that meet certain requirements. Investing in QO Zones can result in two major tax breaks: (1) temporary deferral of gain from the … Continue reading

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Best Money Gifts for Kids

As parents, it’s important to help lay a solid foundation for our children, especially when it comes to finances. While you can’t avoid challenges in your child’s life, you can significantly lessen financial stress if you teach them how money … Continue reading

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What is An Annuity?

What is an annuity? An annuity is an investment product that pays out a steady stream of income over time during retirement. When you purchase an annuity, usually from an insurance company, you agree to make a lump sum payment … Continue reading

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Stocks and Bonds 101

There is a lot of confusing investing terminology that is out there. As an investor, you may not need to know it all, but you should have a solid understanding of the basics. Here are two basic terms that everyone … Continue reading

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Opening a Brokerage Account

Part of a solid financial plan is to make sure you build your savings. Many choose to put their money in their local bank or credit union. But to save for the future and to stay ahead of inflation, many … Continue reading

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