Independent Financial Services | Blogs
401(k) Rollover: What Is It and How Does it Work?
When you change employers or decide to finally retire you may want to consider rolling over your 401(k) to another tax-advantaged retirement account.
What are Individual Retirement Accounts (IRAs)
Individual Retirement Accounts (IRA) can help you with investing your money for retirement. IRAs can also help you to decrease your income tax liabilities.
Researching Stocks: What You Need to Know
Research is one of the most important aspects of choosing which stocks to add to your investment portfolio. Here are some important tips for stock investors.
Relentless Execution: An Actionable Exit Plan
The Federal Reserve System is the central bank for the U.S. and plays an important role in providing stability to the national financial system and economy.
How to Write a Business Plan
Writing a business plan is an essential part of looking to obtain a business loan or attract investors. It can also provide businesses with direction and guidance.
What are Different Types of Life Insurance?
There are various types of life insurance policies you can choose to integrate into your estate planning strategies. The two categories are term and permanent.
What is a Knowledge Economy?
A knowledge economy is a sign of a society which has reached a certain level of development. This type of economy places commodifiable value on intellectual capital.
The 4 Cs: Key Intangible Capitals
What makes your business valuable? Well, the folks at the Exit Planning Institute estimate that about 80% of a company’s value lies within these four Intangible Capitals.
How to Find the Best Mortgage for You
The mortgage you sign to purchase a home will have considerable financial consequences. There are various factors to consider when looking at mortgages.
ESG Investing: What is It and How Do You Do It?
ESG is an acronym standing for Environmental, Social and Governance. This concept provides guidelines on what factors to consider for sustainable investments.

