by Daniel Shahwan | Dec 6, 2023 | Investments
Small business owners have different retirement options than most: the SEP IRA and SIMPLE IRA. These lesser-known options can provide tax benefits and have higher contribution limits than the traditional IRA. SEP IRA and Roth SEP IRA The Simplified Employee Pension...
by Daniel Shahwan | Dec 1, 2023 | Investments
Two major pools of traditional investment strategies are value investing and growth investing. Each style has its ideal market conditions for thriving. With the guidance of experienced financial advisors, individual investors can select a strategy that best fits their...
by Daniel Shahwan | Nov 10, 2023 | Wealth Management
While often overlooked, long-term care planning can be among the most crucial elements of a comprehensive financial plan. Exploring the various types of long-term care with a financial planner helps create informed decisions that align with unique needs and...
by Daniel Shahwan | Nov 2, 2023 | Investments
A rapidly evolving investment is blurring the line between foreign currencies and securities. Cryptocurrency, shortened as “crypto,” is a currency much like the US dollar. Many speculators trade it like stock, leading many others to join the trend. Consulting with a...
by Daniel Shahwan | Oct 4, 2023 | Financial Advisor
The Certified Financial Planner (CFP) title is a prestigious designation of expertise in many areas of personal finance. Financial planners with a CFP are best equipped to design comprehensive, advanced plans. The Designation People with a CFP can specialize in many...
by Daniel Shahwan | Sep 19, 2023 | Wealth Management
The idealized world where sudden expenses don’t lead to financial ruin exists, and it’s called the emergency fund. Having an emergency fund is prudently preparing for unexpected events and the loss of income. Financial confidence starts with a straightforward...
by Daniel Shahwan | Sep 13, 2023 | Asset Management
Choosing between renting and buying a home stands as a cornerstone decision that can shape your financial future. With financial stability and personal aspirations in mind, exploring these routes involve a few critical considerations. Renting Considerations Renting a...
by Daniel Shahwan | Sep 5, 2023 | Asset Management
Owning a pet can be a source of immense joy and satisfaction, but it also entails prudent preparation for various circumstances. Nearly half of pet owners underestimate the lifetime cost of pet care, according to Synchrony. With careful financial planning, pet owners...
by Daniel Shahwan | Aug 18, 2023 | Trust & Estate Management
Estate planning is an integral component of financial planning, but according to LegalZoom, 60% of adults in the U.S. have not made any effort to start a will. Dying without an enforceable estate plan leaves your assets to the state government for distribution....
by Daniel Shahwan | Aug 9, 2023 | Investments
For investors wanting short-term or fixed-income growth, the options are secure and low-risk. Each option achieves those goals differently and some are better than others depending on your immediate needs. Savings Accounts Savings accounts are bank accounts not for...
