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Articles tagged: fiduciary

A dictionary for financial advisor terminology

The Financial Urban Dictionary: A Financial Planning Glossary to Help You Speak with Your Advisor

October 20, 2020
/ Investors • Personal Finance
/ By Peter Eickelberg

Tags: Advisors, fiduciary, Personal Finance & Investment,

Don’t let fancy financial advisor language intimidate you. This financial planning glossary explains the jargon with flare.

A company board sits around a table, symbolizing Corporation Management

What is a Corporation? Formation, Management and Taxation in 2020

April 23, 2020
/ Business Owners & Executives
/ By Jeremy Waitzman

Tags: Business Management, Business Planning, fiduciary,

Corporations were once a more prevalent business structure. What are the advantages of corporation formation, management and taxation in 2020?