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Three Mistakes to Avoid Regarding: Long-term Care Insurance

Oct 12, 2016
Avoid these mistakes and start taking action on your long-term insurance needs.    1. Thinking you won’t ever need it According to the U.S. Department of Health and Human Services, about 70% of people…

Three Reasons To Start A Retirement Plan For Your Business

Oct 07, 2016
  Retirement Plans for Small Businesses and Self-Employed Individuals: Simple IRA: A good choice for businesses with fewer than 100 employees that want an easy-to-operate plan that their employees…

40 Financial Things to Know by Age 40: Part Four

Oct 05, 2016
Knowing these key financial things can help you manage your finances today and lay a solid financial groundwork for your next 40 years.   Missing Money   Where to find missing money.    Whatever…

What is a Dividend?

Oct 03, 2016
Many companies pay dividends to their shareholders on a regular basis. Here’s an introduction to this potential source of investment income. What is a Dividend? A dividend is a distribution (usually…

40 Financial Things to Know by Age 40: Part Three

Sep 30, 2016
Knowing these key financial things can help you manage your finances today and lay a solid financial groundwork for your next 40 years.   Taxes   The fastest way to get your refund.   According to…

40 Financial Things to Know by Age 40: Part Two

Sep 28, 2016
Knowing these key financial things can help you manage your finances today and lay a solid financial groundwork for your next 40 years.   College Planning   Savings may cost less than borrowing.   Think…

40 Financial Things to Know by Age 40: Part One

Sep 27, 2016
Knowing these key financial things can help you manage your finances today and lay a solid financial groundwork for your next 40 years. InsuranceDo you need life insurance?  Not everyone does. You may…

The Individual 401(k): Big Benefits for the Smallest Businesses

Sep 26, 2016
Who’s it for? Self-employed individuals and owners of businesses without employees, other than a spouse. What does is offer that SIMPLE IRA and SEP-IRA retirement plans don’t? The potential to make…

The Tax Implications of Hiring Your Child

Sep 19, 2016
If you own a business, hiring your child for the summer may provide him or her with a great work experience and your family with a few tax breaks. Even if you aren’t thrilled with the idea of having your…

Key Provisions of the PATH Act for Individuals and Families

Sep 08, 2016
The new PATH Act does more than merely extend various expired tax provisions as most other “tax extender” laws have done in the past. This new legislation also makes several key tax breaks permanent, along…