Posted on: 31 Dec 2020
Each October, the Social Security Administration announces an increase in benefits for the following year. And every November, Americans find…
Posted on: 13 Jan 2020
Happy Valentine’s Day! Countless declarations of love have been made through the ages, especially on Valentine’s Day. According to the…
Posted on: 08 Jan 2020
A health savings account, commonly referred to as an HSA, is a tax-advantaged medical savings account. Tax deductible contributions are…
Posted on: 14 Feb 2019
Happy Valentine’s Day! Expressing your love to someone on this day can come in many forms – a poem, candy,…
Posted on: 16 Jul 2018
A retired couple is looking for tax-efficient options to meet their charitable goals following the passing of the Tax Act.
Posted on: 06 Jun 2018
In this story, a special needs trust provided financial and personal peace of mind – and freedom – for a married couple. The individual with special needs was assured of receiving appropriate care and financial stability, while the caregiver was able to enjoy some needed free time and a respite from the demands of constant care.
Posted on: 13 Oct 2017
To shift from earning a steady income to living off your assets in retirement can be unsettling.
Posted on: 31 Aug 2017
As of this writing (August 23, 2017) the Powerball jackpot is at $700 million. Many many people who have never bought a ticket before, are doing so this time. What do you need to do if you win?
Posted on: 14 Jun 2017
If your charitable giving plan consists of making substantial cash donations to certain charities, there are alternative approaches to consider that could provide significant benefits to you over and above the achievement of your charitable goals.
Posted on: 13 Oct 2016
People buy life insurance for many reasons. Typically it is thought of as a way to ensure that loved ones will be taken care of should they pass prematurely, but many people have also purchased policies as a way of implementing a forced savings plan to fund their children’s education need or provide income in retirement.