Presented by Matthew Akers - Financial Advisor, Crane Investment and Trust Services
Businesses sell shares of stock to investors as a way to raise money to finance expansion, pay off debt, and provide operating capital. Each share of stock represents a proportional share of ownership in the company. As a stockholder, ... Read More
Category: MoneySmart 4 Life
15
Aug2017
14
Aug2017
Presented by Matthew Akers - Financial Advisor, Crane Investment and Trust Services
Social Security was originally intended to provide older Americans with continuing income after retirement. Today, though the scope of Social Security has been widened to include survivor's, disability, and other benefits, retirement benefits are still the cornerstone of the ... Read More
11
Aug2017
Prepared by Matthew Akers - Crane Investment and Trust Services
Your teen is becoming more independent, but still needs plenty of advice from you. With more money to spend and more opportunities to spend it, your teen can easily get into financial trouble. So before money burns a hole in your ... Read More
09
Aug2017
Presented by Matthew Akers - Financial Advisor, Crane Investment and Trust Services
The sale of insurance products has undergone enormous change in the past 10 years. Before 1990, the only way to buy property and casualty insurance was through the insurance company's agent or an independent insurance broker. Gradually, over the ... Read More
04
Aug2017
Presented by Matthew Akers - Financial Advisor, Crane Investment and Trust Services
Life insurance has come a long way since the days when it was known as burial insurance and used mainly to pay for funeral expenses. Today, life insurance is a crucial part of many estate plans. You can use ... Read More
02
Aug2017
Presented by Matthew Akers - Financial Advisor, Crane Investment and Trust Services
You vaguely remember signing a form every year at college registration time. Now that you've graduated, it's all become painfully clear--those forms were promissory notes detailing your student loan obligations. Your loans aren't going away, and you'll want to ... Read More
01
Aug2017
Presented by Matthew Akers - Financial Advisor, Crane Investment and Trust Services
If you give away money or property during your life, those transfers may be subject to federal gift and estate tax and perhaps state gift tax. The money and property you own when you die (i.e., your estate) may ... Read More
31
Jul2017
Presented by Matthew Akers - Financial Adviser, Crane Investment and Trust Services
When you contribute to a 529 plan, you'll not only help your child, grandchild, or other loved one pay for college, but you'll also remove money from your taxable estate. This will help you minimize your tax liability and ... Read More
21
Jul2017
Presented by Matthew Akers - Financial Advisor, Crane Investment and Trust Services
Though you won't be able to ride along in your child's suitcase, there are ways you can help him or her make the adjustment to college. You can start by talking with your child about certain subjects before he ... Read More
20
Jul2017
Presented by Matthew Akers - Financial Advisor, Crane Investment and Trust Services
With so many 529 plans to choose from, you'll need to ask a lot of questions in order to select the best plan for you.
Compare the plans offered by different states
If ... Read More