The Standard Insurance Company The Standard Insurance Company was founded by Leo Samuel in 1906 as the Oregon Life Insurance Company, and its name was later changed to The Standard Insurance Company in 1946. Today, it remains headquartered in Portland, Oregon. The Standard Insurance Company’s president and chief executive officer is Dan McMillan. As of […]
If you’ve recently been laid off, it’s important to take steps to protect yourself and your financial well-being. Here are some steps you should consider taking: Steps to take after being part of layoff Review your health insurance coverage: If you received health insurance through your job, you may be able to continue your coverage […]
Who is META Communications Inc? META, the parent company formerly named Facebook, Inc, is an American technology conglomerate based in Menlo Park, California dealing with social media and virtual reality. Most notably, its founder CEO Mark Zuckerberg founded this company in February 2004 which owns popular companies like Facebook, Instagram, and WhatsApp, among other products […]
A physician’s world is full of unpredictable situations. You can easily become disabled and fail to work in the industry you rigorously trained for in medical school. With an individual physician disability insurance plan you protect your greatest asset which is your ability to earn a paycheck. What Is A Disability Insurance Policy? A disability […]
Florida offers a host of reasons one might want to live in the state but for many people, the lack of state income tax is the biggest reason. Because of this, the sunshine state has become a playground for the wealthy. United States Median Household Income As you’ll notice in the chart above, Florida falls […]
WealthCare Financial is a Florida-based financial advisory firm that works with various clients in Melbourne. Our wealth management team has over 25 years of experience in portfolio management. Our staff consists of certified financial planners (CFP), financial advisors, CPAs, and other financial professionals. This assures we provide quality financial advice, based on your unique financial […]
WealthCare Financial is a Florida-based financial advisory firm that works with various clients in the Miami area as well as Coral Gables. Our financial planning team will help you attain your financial goals. We have 25 years of experience in wealth management, retirement planning, and investment management. Our team consists of financial advisors, CPAs, certified […]
Wealthcare Financial is a Florida-based financial advisory firm that works with various clients in the Naples, Florida area. Our wealth management team has over 25 years of experience in portfolio management. Our staff consists of certified financial planners (CFP), financial advisors, CPAs, and other financial professionals. This assures we provide quality financial advice, based on […]
WealthCare Financial is a Florida-based financial advisory firm with 25 years of experience as a financial planning firm that has worked with a variety of clients from the Orlando area, Winter Park, Maitland, as well as most of central Florida including Tampa and Melbourne. Our staff includes a team of certified financial planners (CFP), CPAs, […]
Wealthcare Financial is a Florida-based financial advisory firm that works with various clients in the Jacksonville area and St. Augustine. We have 25 years of experience as financial advisors. Our staff consists of financial advisors, certified financial planners (CFP), CPAs, and other financial professionals. This assures we provide quality financial advice that helps you feel […]
Cryptocurrency has become a hot topic in recent years, but not everyone fully understands this virtual currency, especially when it comes to how to spend it. In recent research, 86% of Americans say they have heard about cryptocurrencies, including 24% who say they have heard a lot about virtual currency. While only about 13% of […]
Whether it’s life insurance, disability income or long-term-care insurance, we can provide you with feasible options that will provide security for your family. Life Insurance Life insurance is something to add to your financial plan if you’re interested in providing a measure of security for those dear to you. Life insurance is the exchange of […]
Have questions or need assistance setting up a 401(k), 403(b), or IRA? We have utilized these services for years and set up our clients with the ideal option that fits their retirement goals. Defined contribution plans (DC) A defined contribution plan is an employer-sponsored retirement plan where the employee elects how much they want to […]
As you look for creative ways to expand your portfolio, we identify low-risk, solid-reward options that will help you see long-term results. Areas we specialize in include common stocks, bonds, government securities, treasury bills, and more. Stock Investing Stock Investing is a way to set money aside and have it grow over time. There are […]
The IRS issues new tax deductions, credits, and changes regularly. Inflation adjustments are a regular change that can affect your tax returns. For the tax year 2020, you probably would have filed the tax returns already. The IRS has issued inflation-adjusted tax credits and deductions for the tax year 2021. These changes will impact the […]
Saving for retirement is a sound theoretical plan for everyone. Unfortunately, not many people can achieve their goals. Precisely, many people fail to correctly analyze their retirement life spending needs. Retirement planning can go well beyond conventional retirement contributions and dependency on the social security income. If you plan ahead of time, you can analyze […]
It’s never too early to start thinking about investing – whether retirement is years or decades away. The sooner you start, the more time you have to enjoy the power of compounding. However, deciding whether you should self-manage your investments or get a financial advisor is a big decision. Retail investors now have access to the […]
We have all done impulsive buying, whether we have noticed the phenomenon or not. Impulse purchasing or buying happens when we shop for unplanned items. It happens at the spur of the moment. Experts say various factors contribute towards our impulsive buying behavior. From psychological factors to marketing tricks, and from buying habits to scarcity, […]
Economic downturns can quickly cause losses to your precious investments. The current downfall due to coronavirus has reached every financial market so far. There can hardly be any positive outcomes from the economic turmoil for investors. However, you can use the tax-loss harvesting strategy to minimize your losses. The Tax-loss harvesting strategy is primarily used […]
If the corona-virus crises has taught us anything, it is that “predictions are impossible”. The world has seen unprecedented levels of uncertainty. The economies shrunk and unemployment raised to record levels since the greatest of past recessions. The world has changed after the Covid-19 crises, there are no second thoughts on it. There are different […]
It wasn’t a long time ago when cryptocurrencies were considered disruptive forces to the investment world. In the last few years, cryptocurrencies have become serious investment instruments with some big names investing heavily in digital currencies. Cryptocurrencies remain highly volatile investment options even after reaching a significantly higher price mark. For investors, the volatile nature […]
Stocks Continue to climb: Recently, multiple stocks, including the Dow and S&P 500 which both set record highs. This is mainly due to the new coronavirus relief packages. Specifically, The U.S. House of Representatives voted to pass a $1.9 trillion coronavirus relief package on Wednesday. It is crazy to think that it has already been […]
Doctors and Physicians heal the wounds of their patients. If there is any way they need treatment, it can be in financial literacy. Finance and medical professions are poles apart. A key area of financial planning is budgeting. Since the disastrous events of coronavirus last year, many practices are struggling to find their way back […]
Medical professionals face several financial risks in their line of work. For some, it may seem like there is no solution to their problems. Such risks include risks from real estate investments, disability, death, inadequate insurance, and much more. Physicians face high risks whether employed by a hospital or practicing privately on their own. […]
Financial planning is something that doesn’t come naturally aligned with the medical profession. It doesn’t imply physicians can’t manage a sound financial management plan. Retirement planning is vital for every profession, for medical professionals even more. After the current pandemic caused uncertainties of life around the globe, who else can understand the importance of planning […]
The world has always been a buffet for scam artists and the onset of COVID-19 is the crème de la crème for the unscrupulous. The buffet includes blood drives, and fundraisers, and civil movements, and the cherry on top comes in form of a stimulus check. Before the feast ensues, there are a few things […]
The Internal Revenue Service (IRS) announced it has expanded retirement fund withdrawal eligibility to “take into account additional factors such as reductions in pay, rescissions of a job offer, and delayed start dates.” The updated criteria, part of the CARES Act, also allows spouses or household members to take these distributions if someone in the home was […]
The plans you made at the end of 2019 may not be holding water now that we are in the middle of 2020 so it’s time to see if you are still meeting your financial goals.2 By reviewing your financial status, you can adjust in case a new job or something more impactful and unexpected has […]
Who is META Communications Inc? META, the parent company formerly named Facebook, Inc, is an American technology conglomerate based in Menlo Park, California dealing with social media and virtual reality. Most notably, its founder CEO Mark Zuckerberg founded this company in February 2004 which owns popular companies like Facebook, Instagram, and WhatsApp, among other products […]
