6 Reasons Why You Should Consider Bond Replacement
You might have heard a financial advisor talk about replacing your bonds with annuities to protect your wealth and grow your retirement funds. At Active Wealth, we believe this is [...]
What You Need to Know About an Irrevocable Life Insurance Trust (ILIT)
What is an ILIT? An ILIT is created by the individual (the grantor) during their lifetime. It cannot be rescinded, amended, or modified after it is created. An Irrevocable Life [...]
7 Questions to Assess Your Financial Health
The Coronavirus pandemic has wreaked havoc on many people’s finances. While it’s always important to know where you stand financially, it is more important than ever to assess where you [...]
Small Business Owners Could be at Risk of a 50% Excise Tax!
If you are a business owner who has a defined-benefit plan, you should be careful that your account does not become overfunded, otherwise you could be a risk for a [...]
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 [...]