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 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.
Preferred stock are ownership shares in a firm which represents the right to claim income from the company’s operations, and which hold a higher claim
A recession is a downturn in economic activity, defined by many economists as at least two consecutive quarters of decline in a country’s gross domestic
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
