By Bryan Mills A week hardly passes without news of credit card and identity theft. Here are some security measures you can take, including some you’ve not likely heard of before now. A few years ago, I was sitting down to dinner with my family when I got a phone call from a department store …
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By Jennifer ReimerHorsesmouth Editorial Assistant How do you know when loved ones are ready for assisted living? Use these guidelines to help spot the warning signs of aging and illness. Rosalyn Carter once said: “There are only four kinds of people in the world—those who have been caregivers, those who are currently caregivers, those who …
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 …
By Elaine Floyd, CFP ® A divorced person who was married more than ten years may be able to receive Social Security benefits based on their ex-spouse’s work record. Some women (and it’s usually the woman who was the lower-earning spouse) aren’t aware of this additional benefit, especially if the marriage and divorce occurred early in …
By Debra Taylor, CPA/PFS, JD, CDFA The government has become pesky about one thing—they want the tax dollars that have been locked up in traditional retirement accounts. And think about it. Some of that money has been untouchable for decades. In light of budget woes and Washington wrangling, it makes sense that the government is …
By Jeffrey Levine, CPA/PFS, CFP®, CWS®, MSA IRA or 401(k)? Know the key differences between these two popular retirement plans to ensure you are saving in the right account. Individual retirement accounts (IRAs) and 401(k)s share a lot of similarities. They are both retirement plans. They both can help you lower your tax bill today, …
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