Financial Planning

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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 responsibility nonprofit organization

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 ...

risk tolerance

Understanding Risk Tolerance

There is always something to be uncertain about and one does not have to look very hard to find negative ...

divorce

How To Financially Prepare for Divorce

You are divorcing. You have a million things to think and worry about. Your divorce professional (whether it be a ...