Flexible Spending Accounts

Flexible spending accounts (FSA’s) – also known as flexible spending arrangements – allow you to pay for medical bills or childcare expenses on a pre-tax basis. What is an FSA? A flexible spending account (FSA) is a pre-tax account deducted from payroll that you can use for qualified medical or childcare expenses. FSA’s are aContinue reading “Flexible Spending Accounts”

I Bonds – The Best Investment Value Right Now

I Bonds are U.S. savings bonds that earn interest based on a combination of a fixed rate and an inflation rate. Introduction to I Bonds I Bond Rates How Do You Buy I Bonds? Pros and Cons of I Bonds I Bonds vs EE Bonds vs TIPS Conclusion Introduction to I Bonds First issued inContinue reading “I Bonds – The Best Investment Value Right Now”

What is an Accredited Investor?

Accredited investors are high-net-worth individuals with the financial means and/or experience to invest in riskier, private securities. Overview Accredited Investor Criteria How Many Accredited Investors are there in the U.S.? History & Background How Big is the Private Market? How Do You Become an Accredited Investor? Qualified Client & Qualified Purchaser Conclusion Overview An accreditedContinue reading “What is an Accredited Investor?”

Top 10 Insurance Designations

Even though they all dress alike, not all insurance agents are created equal. When you choose an agent make sure to consider their professional designations. We created a Top 10 List of Insurance Agent Designations so you can make an educated decision when choosing an agent. 1. CPCU – Chartered Property Casualty Underwriter This is arguably the most comprehensiveContinue reading “Top 10 Insurance Designations”