Category Archives: Finance Guide

Every day we make mistakes. Because of uncertainty, investments are no different. It is important to avoid common investment mistakes. Although peer to peer lending is the newest and fastest-growing investment platform in India, it does come with its risks. There is huge potential for lenders to make higher returns on their money than equity, given the large […]

As a new driver, getting behind the wheel can be both exciting and nerve-wracking. But before you hit the road, it’s important to make sure you have auto insurance coverage. While protecting yourself and your vehicle is crucial, many new drivers may wonder just how much this protection will cost them. In this article, we’ll […]

The perceived value of an insurance agency is affected by three things: 1) earnings, 2) future earnings, and 3) market conditions. These are the same factors that affect the value of any investment. This article will explore each aspect of insurance agency selling in order to help agency owners understand the best ways to prepare. “Pro Forma Earnings” and the […]

Are you planning your next adventure and wondering if your credit card offers travel insurance? If you’re a Bank of America Travel Rewards cardholder, you may be curious about what kind of coverage comes with your rewards program. Travel insurance can provide peace of mind while traveling, protecting you against unexpected mishaps like trip cancellations […]

My firm regularly assists agency owners with the planning and execution for the sale of their businesses. With the 2013 tax hikes, some key questions are being raised more often. I thought it would help to bring these issues to a wider audience through the dialogue that follows. Although the information is quite detailed, it is intended […]

It is crucial to be familiar with the tax treatment of mutual funds if you are interested in investing. Capital gain or profits from mutual fund investments are subjected to income tax because they are income from your investments. The taxation of mutual funds is very simple and can be applied to your investments based upon […]

As a business owner, it’s important to not only protect your company but also the employees who help make it successful. Offering insurance benefits can provide peace of mind for both you and your team. However, with so many types of business insurance available on the market, it can be overwhelming to decide which ones […]

Many small businesses overlook the needs of their owners and employees. The business continuity is a critical need for all involved: partners, stockholders, owners and their families. If you are a producer who is knowledgeable about business insurance, or want to help prospects who might be affected by it, it’s a great way for you to […]

Medicare Part A refers to the hospital insurance section of Medicare. It is premium-free for most people. Medicare Part A covers hospital care and other related services. It is usually offered without a premium, unlike the other parts. Here are some facts. What Medicare Part A Covers Original Medicare — the government-run part of Medicare that you can enroll […]

1. Forex trading is possible from anywhere and anytime. The forex market opens at a specific time. There are four major trading sessions: Sydney (Australia), Tokyo (Asia), London (European), New York (American), Session. Each trading session opens one after the other, as if forex trading never stops. Forex traders can trade around the globe 24 hours a days […]