Most of us probably hope that we will never need disability benefits. But for those who qualify, they can be an important source of income. The disability portion of the Social Security program is so big and so complex that there are law firms that specialize in helping workers navigate their way through it. Although …
Medicare is more complicated than most people think. Here are ten of the most common questions that come up on Medicare. With the baby boom generation entering retirement, many have questions about Medicare. People are confused—both about how the system works, and how these inner workings affect their retirement decisions. These ten questions address some …
By Debra Taylor, CPA/PFS, JD, CDFA Reviewing clients’ tax returns is a great way to provide a service that is hard to come by. Moreover, you gain access to information that can help clients make better financial decisions and lead to more business. With the advent of tax review software, in our case Holistiplan, this …
Breaking Down a Tax Return: What Every Advisor Should Know Read More »
Most of us probably hope that we will never need disability benefits. But for those who qualify, they can be an important source of income. The disability portion of the Social Security program is so big and so complex that there are law firms that specialize in helping workers navigate their way through it. Although …
What You Need to Know About Disability Insurance Read More »
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