You and your family worked hard to build the wealth that you have. Whether that wealth has been carefully maintained over generations or is a more recent achievement, it is something to be proud of. It is also something worth caring for – but that can be difficult...
Akiko Aguinaga
Navigating Changes to Securities Rule 152c11 in Salt Lake City, UT
Securities transfer agents have several important roles. One of the most essential is helping corporate executives build and maintain positive shareholder relationships. Transfer agents support this by providing the knowledge and capability to navigate changing...
HOW TO SELL MY ANNUITY
If you are wondering “how do I sell my annuity,” the main thing to remember is that you must follow certain steps when selling. Selling any kind of annuity is considered a legal process, as you must have a judge’s approval to sell your annuity for cash. Step One: Talk...
Taking Advantage of Bitcoin’s Limited Supply in Pensacola, FL
Bitcoin is constantly being mined. There is a finite number of coin available. That number is set at 21 million. This means that there are fewer coins that are available to be mined every day. This reduction is happening at a calculated and predictable rate. The idea...
What to Know About Self Directed Roth IRAs Before Opening Your Account
There are many more choices for building retirement wealth today than there were just a few decades ago. One option that's gaining momentum is the self-directed Roth IRA. A self-directed Roth IRA, also known as a SDIRA, is preferred by those who are interested in...