Financial Planning

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Living Will

What is a Living Will? A living will provides instructions to your healthcare provider in the event that you are ...

incentive stock options ISO

Stocks

What Is a Stock? A stock is a long-term, growth-oriented investment representing ownership in a company; also known as ‘equity.’ ...

Bear/Bull Market

What is a Bear or Bull Market? A bear market is a prolonged period of falling stock prices, usually marked ...

Basis Points (BPS)

What is a Basis Point? A basis point represents one gradation on a 100-point scale representing 1%. This term is ...

Appreciation

What is Appreciation? Appreciation means that the value of a financial asset increases over time. This increase occurs for many ...

account beneficiaries

Pay Attention to How Your Accounts are Titled

Do you have sizeable jointly-held accounts with your spouse? Is your estate large enough that it could be subject to ...

inflation

Inflation

What Is Inflation? Inflation is an increase in the average price of goods or services in an economy. Each month, ...

annuity

Annuity

What Is an Annuity? An annuity is a contract with an insurance company that guarantees current or future payments in ...

inherited IRA

What to Do If You Inherit an IRA Post SECURE-Act

Introduction If you inherited all or part of an individual retirement account (IRA) or a qualified retirement plan, you may ...

The Case for Exit Planning & Why I Earned My Certified Exit Planning Advisor (CEPA) Credential

In my wealth management practice, I focus on helping business owners and corporate executives achieve quality of life and financial ...