Newsletter Wednesday, November 6
Everything we know about the third ‘Fourth Wing’ book, ‘Onyx Storm’

Rebecca Yarros’ “Fourth Wing” and its sequel “Iron Flame” captivated readers.The third book in the series, “Onyx Storm,” will hit bookshelves on January 21, 2025.It will explore Violet Sorrengail’s expanding power and Xaden Riorson’s struggle as a venin. After over a year of waiting, it’s almost time for the release of…

4 Best Investments For Minimizing Taxes

Is there such a thing as a tax-free investment? The short answer is yes — but there aren’t many to choose from. The handful of tax-exempt investments out there are fixed-income securities, like municipal bonds.  But there are plenty of other ways to minimize taxes in your portfolio, including using tax-advantaged retirement accounts and strategically selling investments at a loss in order to offset capital gains. In short, if you’re trying to skirt federal or…

Personal Finance

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Life Insurance or 529 for College Savings?

Key takeaways A 529 plan allows for tax-free growth on contributions when used for qualified education expenses like tuition, room and board and more. Many states also provide additional tax benefits on contributions. While not designed primarily for education, permanent life insurance builds cash value that can be used for…

Business

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What is a UCC filing?

CONTENT DRAFT A Universal Commercial Code (UCC) filing is a document that lenders use to secure their business loans through access to borrower assets. This establishes the lender’s authority to seize property from the borrower should they fail to pay off the loan. UCC filings are public and allow other…

Investing

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Do You Need A Financial Advisor As A Small Business Owner?

If you run a small business, there’s already a lot on your plate. You’re in charge of managing employees, overseeing marketing campaigns and delivering services to your customers. But who keeps an eye on your company’s finances? You might have a CPA or accountant you call during tax time, but…