Leave a Remarkable Legacy With a Beneficiary Liquidity Plan
What is a Beneficiary Liquidity Plan? When a loved one passes away, the last thing anyone wants to be worried about is paying for a funeral. You should have the [...]
4 Steps New Parents Can Take to Financially Prepare
From making a budget to taking advantage of tax breaks and insurance, here’s a guide for new parents to help make the most of your family budget. As a new [...]
What is a SEP IRA?
A Simplified Employee Pension (SEP) IRA is a retirement savings plan established by employers – including self-employed people – for the benefit of their employees and themselves. Employers may make [...]
6 Types of Taxes a Business Owner Needs to Know
As a business owner, there are a lot of things you need to think about when planning out your monthly expenses and setting aside money for the future. One of [...]
How To Use a Laddered Structured Note to Reduce Risk and Generate Potential Double Digit Interest Rates
What is a Structured Note? A structured note is a form of hybrid security, which means it combines the features of multiple different financial products into one. Structured notes may [...]
Furloughs: What Are They and What Can You Do?
As industries around the world are feeling the effects of the Coronavirus, many companies have made the choice to furlough all of their workers or a portion of them to [...]
Resources for Business Owners
We want to make sure your hard-earned wealth isn’t exposed to market-like risks. With the market as volatile as ever, business owners need strategies to protect their assets and protect [...]
Everything You Need to Know About the CARES Act
The Coronavirus Aid, Relief, and Economic Security (CARES) Act will provide relief to several groups impacted by the Coronavirus pandemic. The roughly $2 trillion bill is meant to keep businesses [...]
Top 5 Most Common Retirement Regrets
Are you approaching retirement and unsure of your next steps? Do you know what is most important to you as you enter retirement? Here at Active Wealth, we want to [...]
Health Savings Account (HSA), The Super IRA!
Many people, mistakenly, rely only on their 401k for retirement savings. As a supplement to your 401k, you may also choose from a Traditional IRA, Roth IRA or taxable accounts. [...]