Financial Planning
Amy Parvaneh
7 Best Tech Index Funds to Buy Now

Learn more about the different tech index funds and ETFs.

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Here are 21 ways to reduce debt, build an ...

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Can We Deduct Mortgage Interest on a Second Home?

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Can We Deduct Mortgage Interest on a Second Home?

Mortgage interest isn't deductible itself but instead contributes to passive activity losses. If you want to maximize the tax efficiency of real estate investment holdings, equities in a business entity are more efficient.

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Sequence of Returns Risk

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Sequence of Returns Risk

How market volatility and withdrawal timing impact retirement income. This video can help you be seen as an authority on retirement income strategies and educate clients on sequence of returns risk.


Logistics of Paying for College: 6 Things You Need to Know

Logistics of Paying for College: 6 Things You Need to Know

You finally made it to the end of your student’s senior year of high school. Congratulations! As a family, you successfully found a college that was just the right fit. Your student applied and was accepted. Now, how do you pay for it?

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5 Social Security Myths Debunked

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5 Social Security Myths Debunked

Understanding how Social Security benefits work can be a challenge: There are a lot of rules, the formulas can seem complex, and making decisions with incomplete or incorrect information could end up costing you. That's why it's important to work with financial professionals to develop a Social Security claiming strategy for your overall retirement income plan.

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How You Can Reduce Your RMD

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How You Can Reduce Your RMD

When you contribute to a traditional IRA you make a deal with Uncle Sam. You can get a tax deduction and tax deferral on any earnings in your IRA. However, eventually the government is going to want its share and will require funds to come out of these accounts.