A withdrawal of money from an employer-sponsored retirement plan is generally referred to as a distribution. When you have money in a plan maintained by your current or former employer, you need to be aware […]
When you change jobs, you need to decide what to do with the money in your 401(k) plan. Should you leave it where it is, or take it with you? Should you roll the money […]
What is it?
If you have a traditional IRA or participate in an employer-sponsored retirement plan such as a 401(k) plan, you are generally required to complete a beneficiary designation form with the IRA custodian or […]
UITs are SEC-registered investment companies that follow a buy and hold strategy and are sold only by prospectus. Portfolios are professionally selected by the trust sponsor and are designed to follow a stated investment objective, […]
A REIT is a company that invests its stockholders’ money in real estate, often purchasing and operating a diversified portfolio of properties, including medical and healthcare facilities, retail shopping centers, and multi-family apartment and senior […]
Bonds are loans investors make to issuers– corporations, governments, municipalities or other entities– so that those issuers can fund or expand operations. The issuer gets the cash it needs, while the lender earns interest for […]
A DST allows investors to own a Beneficial Ownership Interest in a Trust that owns commercial real estate; it is not a real estate partnership. The investor is called a Beneficiary, and receives a proportionate […]
Term and Whole Life
Universal and Variable
Survivorship Life
How Much Life Insurance Do You Really Need?
Some people equate life insurance with tragedy and death. In truth, life insurance is for the living. Without it, the sudden demise […]
“Private Equity” is the term that is used to describe operating companies that are not traded on an Exchange.
Funds are often raised by private companies through the sale of common stock, warrants, preferred shares, bonds […]