by Fullerton FP | Nov 26, 2022 | Blog
The two biggest exchanges for trading equities in the United States are the New York Stock Exchange (NYSE) and the National Association of Securities Dealers Automated Quotation System (NASDAQ). Although NYSE and NASDAQ are the two exchanges most investors are...
by Fullerton FP | Nov 19, 2022 | Blog
Are you an adult with a checking account? Congratulations, you have an “estate.” One of the most common misconceptions about estate planning pertains to who needs one. There’s no monetary threshold in the definition of an estate. If you have assets and you’re an...
by Fullerton FP | Nov 12, 2022 | Blog
Saving for retirement is one of those tasks that is simple to do yet difficult to master. Choosing automatic contributions in an employer-sponsored retirement plan is easy, but optimizing your supplemental income, investment portfolio and tax strategy for optimal...
by Fullerton FP | Nov 12, 2022 | Blog
The retirement planners at Fullerton Financial Planning believe there are three separate pillars that are vital to a stable, long-lasting retirement plan. These three pillars are: Income Market readiness Taxes If you have a solid strategy in place for each pillar,...
by Fullerton FP | Nov 5, 2022 | Blog
Traditional retirement savings products fall into one of four categories: annuities, investments, retirement accounts and life insurance. Each type generates and protects wealth with a different mechanism, and each is ideal for certain types of savers at different...
by Fullerton FP | Oct 28, 2022 | Blog
If you’re eligible to save in your employer’s 401(k) plan, you might have questions about your allocation options. While 401(k)s are significantly simpler than an entirely self-directed brokerage account, they can still be intimidating for retirement savers who are...
by Fullerton FP | Oct 21, 2022 | Blog
A beneficiary is the person who is chosen to receive the proceeds of a trust, will or insurance policy. These legal documents or contracts will name one or more beneficiaries who will be awarded the deceased’s assets by a trustee or executor on behalf of the estate or...
by Fullerton FP | Oct 14, 2022 | Blog
If you’re a current retirement saver or you’re starting to look at your options, you may have seen articles about the ongoing debate between self-directed individual (or independent) 401(k)s and IRAs and employer-sponsored 401(k)s. The benefit of independent 401(k)...
by Fullerton FP | Oct 7, 2022 | Blog
There’s a misconception that financial advisors and investment managers are primarily there to help unsophisticated retirement savers who haven’t spent a lot of time learning about their investment options. You might be surprised to learn that financial planners and...
by Fullerton FP | Sep 17, 2022 | Blog
When investors or advisors refer to dividend stocks, they’re usually referring to specific companies and shares that regularly pass a significant percentage of their profits on to stockholders. This profit sharing can be used by some retirees as income to fund their...
