By Charles Sherry, MSC Here is what you need to know to navigate the 3.8% surtax on unearned investment income and the 0.9% additional tax on wages. The Affordable Care Act (ACA) was designed to make health insurance more affordable, expand coverage, expand Medicaid, and help lower the overall cost of health care. The law …
By Elaine Floyd, CFP ® Divorce is never easy, but collecting information and thinking through some of the issues before you even meet with an attorney can help you move through this life transition as smoothly as possible. Here’s a checklist outlining the information you’ll need to gather and why. Divorce can be devastating—both emotionally and …
By Edward E. Klink What would happen if your earliest childhood dreams actually powered your life and business plans? What if you integrated fun into your weekly, monthly, and life goals? If you’re spending time on things that don’t matter, here’s a chance to rethink your plan. What life lessons would you share with the …
By Tammy Ward and Ed Friderici For most, it is difficult to think about the possibility of needing long-term care. But many will need it. Start the discussion and prepare yourself now, so you do not face a financial challenge later. Long-term care planning—if not now, when? Two big questions loom as the American population …
By Debra Taylor, CPA/PFS, JD, CDFA The Tax Cuts and Jobs Act has made major changes to the tax code. It’s important that you understand these changes to best plan your tax strategy going forward. The Tax Cuts and Jobs Act has brought the biggest tax overhaul in 30 years and has left many with …
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