Qualified retirement plans provide a method for business owners and employees to save money, tax deferred, for their retirement.
Preferred stock is a hybrid security, meaning it is not a stock or a bond. Preferred stock is an equity security that shows ownership in a company. In most cases, preferred stock is offered to the public by the issuing company to acquire another company, or to improve capital and expansion at a time when stockholders and the public are not buying common stock. Unlike common stock, preferred stock does not fluctuate very much in price.
Mortgage-backed securities are fixed-income investments that allow investors to purchase an interest in a pool of mortgages. These securities are available from three primary sources.
There are free online tools you can use to track your spending habits and keep you in line with your budget.
When investing in an IRA, you have limitless choices, unlike an employer-sponsored plan. We have some suggestions to get you started.
We provide some guidance for the novice-investor on how to invest the money you’re saving.
The first place to start investing is your employer-sponsored retirement plan, but if you don’t have one or not eligible yet, there are other options.
When you’re ready to take your first financial steps, do not rush into investing! You have three important steps you should tackle first.
A like-kind exchange, or 1031 exchange, is used to defer the capital gain on the exchange of business or investment property for the same kind of property.