Rebecca Lake is a retirement, investing and estate planning expert who has been writing about personal finance for a decade. Her expertise in the finance niche also extends to home buying, credit cards, banking and small business. She's worked directly with several major financial and insurance brands, including Citibank, Discover and AIG and her writing has appeared online at U.S. News and World Report, CreditCards.com and Investopedia. Rebecca is a graduate of the University of South Carolina and she also attended Charleston Southern University as a graduate student. Originally from central Virginia, she now lives on the North Carolina coast along with her two children.
Investing in stocks can be a terrific way to own a stake in your favorite companies while building wealth. A share certificate is a legal document that specifies how many shares of a company or business you own. Share certificates can also be referred to as stock certificates. Holding one or more share certificates can convey certain rights to you as an investor. A financial advisor can help you create a financial plan for your investment needs and goals. Read more
Investing is an important part of any financial plan. Trading stocks, exchange-traded funds (ETFs) and other securities can help you to build wealth over time. And, typically, the sooner you begin investing, the better. The good news is that you don’t need to have a lot of extra cash to get started. The secret to how to invest with little money is to know where to put it in order to maximize your returns. You can also work with a financial advisor to manage the entire asset allocation process for you to help you reach your financial goals. Read more
Tax credits can save you money at tax time by reducing what you owe. If you purchase health insurance through the Health Insurance Marketplace, you may qualify for the Premium Tax Credit. Eligibility for the credit is based on income and household size. If you’re able to claim the premium tax credit, you can apply the credit to lower your monthly health insurance premiums. You can also work with a financial advisor that specializes in taxes to get a full understanding of what tax decisions might be best for you. Read more
Losing clients can be a frustrating experience and when it happens to you, you may be left wondering what you could have done differently. There are a number of reasons why clients leave financial… Read more
Trusts are used to manage estate taxes, shelter assets from creditors and pass on wealth to future generations. A family trust is a specific type of trust that families can use to create a financial… Read more
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