A beneficiary is a person or entity designated to receive benefits from a retirement account or insurance policy upon the account holder’s death.
Financial terms can be confusing, and it can be difficult to know how they apply to you and your specific situation. Please reach out any time we can help you learn more and strategically plan to optimize your retirement planning.
A contribution limit is the maximum amount that can be contributed to a retirement account in a given year. Financial terms can be confusing, and
Amortization is an accounting method which periodically lowers the book value of a loan or an intangible asset over a set period of time. Regarding
A bull market is any market in which prices are advancing in an upward trend. In general, someone is bullish if they believe the value
