Avoiding a Head-on Collision Between Your HSA and Medicare
The last thing you want is your HSA and Medicare to clash.
Five Common Mistakes When Taking Qualified Charitable Distributions From Your IRA
Making charitable gifts from your IRA instead of your checkbook can be an excellent tax management strategy. Doing so helps you to fulfill your required minimum distribution while reducing taxable income dollar for dollar.
Power of Attorney Roadblocks: Can You Answer These Three Questions About Your POA?
You may be shocked to learn that new national and state laws may have prohibited your agent’s power to act.
Passive Investing: Index Mutual Funds vs. Exchange-Traded Funds (ETFs)
The difference can be summed up in two words: intraday trading. Unlike mutual funds, ETFs can be bought and sold anytime throughout the day.
How to Determine Your Bond-to-Stock Asset Allocation
One way is determining your risk tolerance.
Tax Implications of Owning a Vacation Home: What Everyone Ought To Know
Thinking of buying a vacation home? Here are some factors to consider before you make your decision.
Reducing Future Taxes – What is Form 8606?
And what should you do if you have forgotten to file Form 8606?
Seven Sensible Things You Should Do Before Retirement
Are you ready for retirement?
What is Your Life Expectancy?
The major components to life expectancy are genetics and lifestyle.
‘Husbands, Take Care of Your Wives’
An insight into extraordinary care.
Understanding Your Annuity Payout Options
The maturity of the annuity at age 85 may actually be a gift to annuity owners to further contemplate their exit strategy of this tax-deferred investment.
Converting Paper U.S. Savings Bonds to Electronic Format
Converting your paper savings bonds to an electronic format allows you to access their current rate and value, which is especially important as you plan for retirement.
Is Your Adviser Worthy of Your Trust?
It’s not enough to connect with your financial adviser. Use these 10 questions to find a financial adviser you can trust with your finances.
Investment Strategy
Should you sell when the stock market is high or buy more? We’ll help you plan an investment strategy on this edition of Project Wealth.
How To Title Your Cars To Limit Liability
Understanding how your assets are titled is a major tool to protect your wealth.
Planning Estates with IRAs
People think that naming heirs in a will is enough. We’ll explain why adding them as beneficiaries on an IRA account is important on this edition of Project Wealth.
The Rules for Medical Deductions Are Changing for Those Age 65 and Older
The rules for medical deductions are changing for seniors ages 65 and up.
Three Key Assumptions To Make in Financial Planning
When comparing results between retirement projections make sure you understand the assumptions of each plan.
Is Your Entrance Fee Deductible?
…making the right choice when choosing a CCRC.
4 Reasons Why We Believe Wealth Consolidation is Worth the Effort
The benefits of choosing a single financial custodian.
