How to Plan Your Taxes if You’re a High-Net-Worth-Individual

The broad scope of tax legislation that has become law over the past several years has prompted many higher-income taxpayers to take a closer look...

5 Investment Strategies For High-Net-Worth-Individuals

High net worth individuals (HNWIs) are people with liquid assets in the range of $1 million and $5 million. What sets individuals with a high...

What Are Closet Index Funds And Why Should You Avoid Them?

While mutual fund investments can be exciting, the variety of products available in the mutual fund market can be overwhelming at times. As far as...

What is a Variable Annuity and What Should You Know About it?

A variable annuity offers high growth potential for people with a high-risk appetite and want a steady income as soon as they begin their life...

Ten Ways Parents Can Financially Plan for Their Child’s College Education

Life changes radically upon the arrival of a baby. While a baby does stand true to its moniker of ‘a bundle of joy’, there is...

What is the Difference Between Portfolio Management and Financial Planning?

Managing your finances is crucial for everyone, be it an individual or a firm, as it paves the way for financial freedom through the attainment...

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