Our Blog

Our blog is designed to help you make sense of money-related issues and help navigate complicated financial questions.

A Guide To Successful Estate Planning

A Guide To Successful Estate Planning

By koinoniafinancial / September 3, 2021 /

If you’re nearing retirement age, you will be wondering whether you would benefit from making an estate plan. Anyone who wants their assets to be distributed to their loved ones should consider estate planning. This guide will answer all the questions you might have about estate planning, looking at what estate planning is, the common…

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What Is A Registered Investment Advisor

What Is A Registered Investment Advisor (RIA)?

By koinoniafinancial / August 4, 2021 /

A registered investment advisor, or an RIA for short, is an individual or company that offers investment advice. RIAs have a fiduciary duty – in other words, the highest standard of care in equity – to act in the client’s best financial interest. To learn more about registered investment advisors, and whether an RIA is…

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What is a Qualified Retirement Plan?

By koinoniafinancial / July 1, 2021 /

When planning for retirement, choosing only one or two retirement plans can be a challenge. There are so many options available, and it’s not always obvious which is best for you. It’s important to be aware of the different plans, the categories they fall into, and what this means for your future. This will help…

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Wealth Management and 4 Signs You May Need It

By koinoniafinancial / May 31, 2021 / Comments Off on Wealth Management and 4 Signs You May Need It

For someone with more than enough income, managing their finances may seem easy but in order to maintain financial stability, many wealthy people hire wealth management professionals to help provide clarity and peace of mind by monitoring where they spend their time and resources so that none go wasted. This can often mean that getting…

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