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“Trusts and Estates”

115 Search Results

115 Search Results

Testing the Waters: What It Means in an IPO

Testing the Waters: What It Means in an IPO

https://www.sofi.com/learn/content/testing-the-waters-ipo/

…in the IPO process allows issuers, which are corporations, investment trusts, etc., to gauge interest and investor demand for a potential IPO without actually having to go public. What is…


Budgeting for Elderly Parents or Loved Ones

Budgeting for Elderly Parents or Loved Ones

https://www.sofi.com/learn/content/putting-elderly-family-on-a-budget/

…surrounding their money •  Altered wills or trusts If you suspect your parents have been the victim of financial exploitation, you can report it to their bank and ask for their…


Guide to Renting a Car With or Without a Credit Card

Guide to Renting a Car With or Without a Credit Card

https://www.sofi.com/learn/content/do-you-need-credit-card-to-rent-car/

…a credit card or other information. Proof of Reliability Having a credit card inherently demonstrates to a rental car agency that a creditor trusts you enough to borrow their money….


12 Common Retirement Mistakes You Should Avoid

12 Common Retirement Mistakes You Should Avoid

https://www.sofi.com/learn/content/avoiding-retirement-mistakes/

…to stocks as they generally have a lower risk profile. Real estate investment trusts (REITs) may be a hedge against inflation and has low correlation with stocks and bonds, which…


How Does Inflation Affect Retirement?

How Does Inflation Affect Retirement?

https://www.sofi.com/learn/content/inflation-and-your-retirement-savings/

…That’s why rental income from real estate historically has kept up with inflation. Investing in real estate investment trusts (REITs), may be another way for retirees to diversify their investment…


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