One of the most important questions when it comes to trusts is: who owns the property in a revocable trust? The answer isn’t so clear cut. Read on to find out
What are the best investing books beginning investors should read? Here’s a short list of worthy reads to get started on investments
When it comes to choosing between a revocable or irrevocable trust, you need to know what either trust has to offer. Read this simple guide.
Beginning investors who are learning the ropes can start with ETF investing. Is it a viable starting investment? Find out more in this article
A fiduciary planner can provide several benefits when it comes to investors’ wealth planning and management. Read on to know more about what a fiduciary is
One estate planning strategy is the generation-skipping trust. Should this be part of your clients’ estate planning toolkit?
Discover effective real estate investing strategies to diversify and strengthen your clients' portfolios. Find out how your clients can invest (even without any money!) in this article
An asset protection trust is a type of trust that some advisors recommend. How does it protect investors’ assets? Read on to know more
What is angel investing and is it a worthwhile business opportunity? Read on to know more about this unusual investment type
Will you get enough from your Social Security benefits to see you through your golden years? Read on for a clearer picture of how Social Security works
