What Is an Investment-Only Variable Annuity (IOVA)?
Investment-only variable annuities (IOVAs) have surged in popularity in recent years as an alternative tax-advantaged investment vehicle
Why First Homes Could Be Investment Properties?
Turning your first home into an investment takes careful analysis of the risks, obligations, and market factors involved.
Essential Steps to Take Once Your Savings Reach $100,000
Accumulating $100,000 in personal savings represents a major financial milestone.
Understanding SEC Form D for Registered Investment Advisors (RIAs)
SEC Form D is a crucial regulatory filing that provides transparency around the private placements offered by Registered Investment Advisors (RIAs)
CFP Board Releases Fresh Guidance for Advisors on Cryptocurrency
Cryptocurrency has exploded onto the financial scene, necessitating certified financial planners (CFPs) to expand their competence in this emerging area.
When You Need a Financial Advisor the Most: 7 Key Scenarios
During major life events and financial decisions, seeking guidance from a professional financial advisor can provide tremendous value.
The Millionaire Next Door: 5 Hidden Secrets
5 Things Your Millionaire Neighbor Isn’t Telling You We’ve all seen them around town – the neighbors, especially the millionaires, with luxury cars in the driveway, lavish renovations on their homes, and vacation pictures from exotic destinations on social media. Yet on the surface, they …
Student Debt: The Ultimate Handbook on Managing Student Loan Debt
The Ultimate Handbook on Managing Student Loan Debt Student debt can be overwhelming. This handbook provides a comprehensive guide on smart borrowing, repayment options, loan forgiveness programs, and strategies to tackle education debt. Follow these tips to master student loans and secure your financial future. …
SAI: How the Student Aid Index (SAI) Will Impact College Affordability.
How the Student Aid Index (SAI) Will Impact College Affordability. The formula for determining financial aid eligibility for college just got an overhaul, with the Expected Family Contribution (EFC) measure now replaced by the Student Aid Index (SAI). This new metric aims to provide a …
Dividend Growth Investing: A Beginner’s Guide to Getting Started
Dividend Growth Investing: A Beginner’s Guide to Getting Started Dividend growth investing provides a compelling path to long-term wealth creation and steady passive income. By investing in companies with track records of consistent dividend hikes, portfolios can reap the power of rising payouts and compounding …
Education Funding and Grants: Demystifying Financial Aid and Grants
Demystifying Education Funding and Grants: A Comprehensive Guide to Financial Aid Opportunities and Processes
Exploring the Income Growth Disparities Across US Cities
Examining and Understanding the Widening Income Gaps Between America’s Cities. Income Growth Disparities – Income levels and growth rates vary substantially between cities across the United States. Understanding these disparities provides insights into economic prosperity, standards of living, and urban policy priorities. This guide explores …