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Glossary of Financial Terms: 15 Must-Know Definitions

FICO Score? Asset Allocation? Mutual Funds? What do all these financial terms actually mean? When it comes to making the best financial decisions for you and your family, it’s important to know the basics. That’s why we’re providing 15 must-know definitions you can use to make more informed financial decisions.

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New Year’s Financial Goals

January is Financial Wellness Month, a time to remind people to plan and update their financial strategy. Check out this blog post for some financial wellness ideas to get you started for the year!

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Generosity Planning

Generosity comes in really two different forms…time and money. It’s easy to understand how to donate your time, but financial donations can also be a little more complex.

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IRS Grants Relief to Victims of Hurricane Ian

The IRS issued tax relief for Hurricane Ian victims in Florida, South Carolina, and North Carolina. Certain filing and payment deadlines between Sept. 23, 2022, and Feb. 15, 2023, will be postponed to Feb. 15, 2023. Taxpayers experiencing significant property damage may be able to claim a casualty loss.

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Investment Strategy: Setting Financial Goals

Have you ever set a financial goal for yourself with the best of intentions, only to find yourself derailed after a few months? Let’s get back to the basics of financial goal setting so you can set yourself up for success.

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ANY QUESTIONS: WQC’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including providing the criteria used for any reflected ranking.

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 Living a Rich Life: The No-Regrets Guide to Building and Spending Wealth, by James Lenhoff

Latest Episode of The Rich Life Podcast

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