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As Greenwood’s official Certified Financial Planner Rianka R. Dorsainvil, CFP® shares her personal financial nuggets via Greenwood Daily bites.
Catch her weekdays as she breaks down the most timely information on taxes, investments, legacy building, and so much more.
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Key Tips to Remember When Designating a Minor as Your Beneficiary
Aired on: 25 Mar, 2022
You have an asset that requires a beneficiary, and you name your minor as a dependent. Although this is what you may intend to happen, here are some concerns.
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Disability Insurance is More Than What You Think
Aired on: 24 Mar, 2022
Disability insurance is super important and an overlooked risk management tool. Listen in to learn why it’s important.
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Stop Cutting Costs and Hire a Bookkeeper Today
Aired on: 23 Mar, 2022
One of the biggest mistakes I see business owners make is cutting costs on building their team—you need a bookkeeper.
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Get an EIN Once You Establish Your Small Business
Aired on: 22 Mar, 2022
If you are small business owner and using your Social Security Number on the W9 form, please stop. You need an EIN number—here’s how and why!
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Investing Your Money for a Higher Return
Aired on: 21 Mar, 2022
Tired of putting thousands into your savings account only to get dust back in interest? Then this savings account vs Certificate of Deposit (CD) tip is for you.
Watch Now Things To Consider When Purchasing Your First Home
Aired on: 18 Mar, 2022
Buying your first family home? I’m about to share some gems for first time home buyers - get that pen and pad ready!
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