Life Insurance and Estate Planning

by Katie Brown | Sep 12, 2024 | General, Insurance

Life Insurance and Estate Planning Life insurance has come a long way since the days when it was known as burial insurance and used mainly to pay for funeral expenses. Today, life insurance is a crucial part of many estate plans. You can use it to leave much-needed...

Life Insurance at Various Life Stages

by Katie Brown | Sep 5, 2024 | General, Insurance

Life Insurance at Various Life Stages Your need for life insurance changes as your life changes. When you’re young, you typically have less need for life insurance, but that changes as you take on more responsibility and your family grows. Then, as your...

Taxation of Investments

by Katie Brown | Aug 29, 2024 | General, Investment, Tax

Taxation on Investments It’s nice to own stocks, bonds, and other investments. Nice, that is, until it’s time to fill out your federal income tax return. At that point, you may be left scratching your head. Just how do you report your investments and how...

Investing in Stocks

by Katie Brown | Aug 22, 2024 | General, Investment

Investing In Stocks Businesses sell shares of stock to investors as a way to raise money to finance expansion, pay off debt, and provide operating capital. Each share of stock represents a proportional share of ownership in the company. As a stockholder, you share in...

Six Keys to More Successful Investing

by Katie Brown | Aug 15, 2024 | General, Investment

Six Keys to More Successful Investing A successful investor maximizes gain and minimizes loss. Though there can be no guarantee that any investment strategy will be successful and all investing involves risk, including the possible loss of principal, here are six...