Estate planning is an action that’s not always at the top of someone’s to-do list. While it might not seem like an urgent act, you never know what could happen and it’s always better to be over prepared than under prepared. If you have any preferences for how your assets will be handled if you were to pass away or become incapacitated, estate planning is essential.
How to Protect Yourself Against IRS Audits
Spending time working on your taxes can be a scrutinizing task, especially if you’re a business owner or sole proprietor. Regardless of how meticulously you file, there’s always a chance that you’ll be audited by the Internal Revenue Service. In fact, roughly 1 in every 220 individuals were audited in 2020.
Select Dividend receives Morningstar's 5-Star Rating 2022.
Select Dividend Portfolio: 5 Star Rating From Morningstar
Municipal Bonds: Investing Opportunity After Recent Weakness
Income from municipal bonds award investors with tax advantages. Investors receive steady income exempt from federal taxation.
Check out the recent Redfin article we were featured in:
A pied à terre is a luxury apartment or condo in a big city that someone uses as their second home. People generally invest in pieds à terre for convenience, proximity to work, to visit a particular city, or as a home away from home. Read on to learn about where you can find pieds à terre and how you can choose one that makes the most sense for you.
What is ESG Investing?
There are several different options to build your portfolio through investment accounts. The most common options include a combination of stocks, bonds, and mutual funds. However, many of these investments are made based on risk tolerance and level of return, without any thought as to what you’re investing in.
Select Dividend receives Morningstar’s 5-star rating and top 2% of its category
Select Dividend Portfolio: 5 Star Rating From Morningstar
Professional Spotlight: William Bevins, CTFA at Cypress Capital (Franklin, TN)
One of the best aspects of being a wealth manager is helping people achieve their financial goals. For many people, talking about money or finance is generally a turnoff. I get that. Some elements are confusing. It’s not like accounting or investment courses were a requirement while we were in school. I know that a conversation about how money, investments, or retirement plans work can put some to sleep.
Disability Insurance: Avoid The Most Commonly Overlooked Element Of Financial Planning
Wealth protection and preservation is a vital part of any financial plan.