Article
READ OUR LATEST Articles
I Don't Need Social Security. Should I Skip Benefits and Save Them for People Who Do?
How to Pick a Beneficiary for a 401(k) Plan
For retirement savers, adding a beneficiary to your 401(k) plan should be a top priority. A 401(k) plan beneficiary is the person or entity, such as a charity or trust, who inherits your 401(k) after your death. If a beneficiary isn’t named and the account holder dies, the 401(k) plan will likely end up in probate court to decide who receives the funds.
How High-Income Earners Build Giving Into Their Tax Strategy — and How You Can, Too
If you’re able to give back to charity, it can be an incredibly rewarding experience. And while charitable donations support the causes you care about, they can also benefit you in the form of a valuable tax break.
4 Reasons CDs Are Popular With Investors in Times Like These
A certificate of deposit, commonly referred to as a CD, involves depositing your funds for a set period of time. During the CD’s term, the funds will earn a predetermined interest rate. Locking in an interest rate can help to protect your funds from loss, which can be appealing during a volatile market.
5 Mistakes Millennials Are Making With Their Money in the Trump Economy
Historically, when volatility spikes—as it did in early April—the equity markets tend to see large gains one year later,” said Andrew Constantinides, a financial advisor at Neil Jesani Wealth Management.
This Market Is The Buying Opportunity Of A Lifetime
“Apps make investing easy, but ease of access often leads to overexposure in correlated assets like tech-heavy ETFs or crypto, [with] little regard for true diversification or downside protection,” said Andrew Constantinides, investment advisor and RSU strategist at Neil Jesani Wealth Management, LLC.
This Market Is The Buying Opportunity Of A Lifetime
5 Mistakes Millennials Are Making With Their Money in the Trump Economy
Historically, when volatility spikes—as it did in early April—the equity markets tend to see large gains one year later,” said Andrew Constantinides, a financial advisor at Neil Jesani Wealth Management.
4 Reasons CDs Are Popular With Investors in Times Like These
How High-Income Earners Build Giving Into Their Tax Strategy — and How You Can, Too
If you’re able to give back to charity, it can be an incredibly rewarding experience. And while charitable donations support the causes you care about, they can also benefit you in the form of a valuable tax break.
How to Pick a Beneficiary for a 401(k) Plan
For retirement savers, adding a beneficiary to your 401(k) plan should be a top priority. A 401(k) plan beneficiary is the person or entity, such as a charity or trust, who inherits your 401(k) after your death. If a beneficiary isn’t named and the account holder dies, the 401(k) plan will likely end up in probate court to decide who receives the funds.