Investment Option
Stocks
A type of security that gives stockholders a share of ownership in a company
W-2
It's a form that has your wage and tax statement.
Automobile
The structured, proactive process of identifying, assessing, mitigating, potential hazards, financial losses, and safety risks associated with vehicle ownership, operation, and fleet management.
Bonds
A fixed-income financial instrument representing a loan made by an investor to a borrower
I-9
It is an employment eligibility verification
Health
A systematic, proactive, and reactive process of identifying, assessing, and mitigating, clinical and administrative risks to patient safety, staff, and organizational assets.
Mutual Funds
Investment vehicle that pools money from multiple investors.
W-4
the IRS document you complete for your employer to determine how much should be withheld from your paycheck for federal income taxes and sent to the IRS.
Homeowner/Renter
A homeowner owns their property while a renter has temporary possession over property owned by another.
Real Estate
Owning or managing property to generate income.
1040
It reports annual income, such as wages, salaries, self employment, earnings, and interest to the IRS
Whole/Term Life
It's permanent lifelong coverage that provides a guaranteed death benefit.
Commodities
A commodity is a raw material or primary agricultural product that is fungible
1099
To report income that did not come from a traditional employer (e.g., independent contracting, investments, gambling winnings).
Disability Insurance
This replaces a portion of a worker’s income if they become ill or injured and cannot perform their core job duties.