Parents typically open custodial accounts if they want their children to save and invest because children in most states are not legally allowed to own financial assets. UTMA is one...
What is the law on the uniform transfer to minors act (UTMA)?The Uniform Transfer to Minors Act (UTMA) is an extension of the Uniform Gifts to Minors Acts (UGMA), which allows people...
Posted by John Pournaras Agency on 01/02/2020
You saw the store videos during Black Friday: a lot of people enter a store to carry everything they can. People go shopping all day to clear the vacation list. Now there is Cyber...
Posted by Valderas Financial Solutions LLC on 01/02/2020
The best in all of us is usually brought out by the circle of giving. Our moral drive to pay something forward when we feel grateful represented it. The benefits are usually immense...
Posted by Flynn Financial Group Inc on 12/29/2019
A lot of things pop up for small businesses at every end of the calendar year. This is the right time to start thinking when you feel that you want to achieve something for the next...
As a smart fund manager, you probably already have at least one basic real estate plan, including the notary's will and financial powers. However, there are many other tools you...
Posted by Elliot Kravitz, ATP on 11/25/2019
The life of a retiree should only be canvas boats and golf trips on weekends. (This may be true if you've made a fortune in your career). For the rest of us: we will try to find...
Posted by Valderas Financial Solutions LLC on 11/12/2019
For centuries, estate planning and asset management of clients have been overseen by financial advisors. However in recent years, for finance pros and their clients to stay on top...
Posted by Elliot Kravitz, ATP on 10/29/2019
Rather than handing over their hard-earned cash to the government, American wage earners are given a chance to pocket more income through itemizes tax deductions. Deductions have long...