Index Fund
Index Fund Definition An index fund is a type of mutual fund with a portfolio designated to match or track ...
Executor
What Is an Executor? An executor, also called an executor of estate or executor of will, manages your estate after ...
What Everyone Should Know About Their Family Finances
I work with many clients who have lost a spouse, gone through a divorce, or are wondering what they should ...
The Benefits of a Backdoor Roth Contribution
The most popular retirement account of the past decade is the Roth IRA. It offers tax-free growth, tax-free withdrawals after ...
What is a Mega Backdoor Roth IRA?
Most people have heard of Roth IRAs. Those who qualify typically contribute and those who do not qualify can sometimes ...
401(k)
What is a 401(k) Retirement Plan? A 401(k) is an employer-sponsored retirement plan that allows employees to defer a portion ...
Margin Lending
Margin Lending Definition Margin lending is the practice of borrowing money from a brokerage account while leveraging investment assets as ...
IRA
What is An IRA? An Individual Retirement Account (IRA) is an account that allows you to save for retirement through ...
Fiduciary
Fiduciary Definition A fiduciary is a person (or entity) who acts on behalf of another party and who must put ...
Thinking of Engagement? 15 Financial Questions to Ask Before Getting Married
When two people who are both professionals consider getting engaged and married, it is imperative that they first consider their ...
