Category: Blog

6 Things To Know About Annuities

Annuities are one of many products that folks have in their nest egg. But first, what exactly is an annuity?Simply put, itâ??s a contract with an insurance company that promises to pay the buyer a steady stream of income in the future.

Pre-Retirement Planning Guide Health Plan

Step 4: Putting Together a Health Plan
Planning for healthcare in retirement is tricky business. Some hardcore smokers live past 100 while some hardcore exercise and fitness gurus…

Looking at the Expanded Accounting Equation

Whether it’s a private equity transaction or an institutional or retail investor, analyzing a company’s financial statements is an important part of fundamental analysis. One important but basic way…

Accounting for Convertible Debt Instruments

According to EY, the convertible debt market saw whipsaw action in issuances. Between 2015 and 2019, average issuance varied between $40 billion and $45 billion. However, it…

7 Reasons You Need a Will

Drafting a will is not something that people, for the most part, want to think about. But no one gets out of life alive. So if you want to have a say in what happens to your property and assets after you’re gone, a…

Pre-Retirement Planning Guide Financial Plan

Step 3: Develop a Financial Plan
We all have a different vision for our golden years – and we are also on individual financial tracks to meet our financial goals for retirement. But if you’re not where you think…

 
 
 
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