How to Manage Your Aging Parents’ Finances
Taking over your aging parents’ finances is not easy. But it’s something that can be handled in an organized, compassionate way. Here’s a roadmap that shows how to embrace it…
Volume 10 Issue 2, eNewsletter
Taking over your aging parents’ finances is not easy. But it’s something that can be handled in an organized, compassionate way. Here’s a roadmap that shows how to embrace it…
Volume 10 Issue 2, eNewsletter
Starting in 2020, new legislation increased the age to begin Required Minimum Distributions (RMDs) from 70½ to 72. More recently, the IRS updated the Uniform Life Table for alignment with…
Volume 10 Issue 2, eNewsletter
If you want to make an impact in your new grad’s life, make an investment in his or her future with a 529 College Savings account. There are two versions:…
Volume 10 Issue 2, eNewsletter
One of the easiest ways to save for retirement is to participate in an employer-sponsored retirement plan. You simply select a percentage of your paycheck that you would like transferred…
Volume 10 Issue 1, eNewsletter
Believe it or not, the New Year is here. If you’re trying to wrap your head around everything that’s ahead, one of the best things you can do is prepare…
Volume 10 Issue 1, eNewsletter
According to the U.S. Bureau of Labor Statistics (BLS), the Producer Price Index (PPI)—the measure of the average change over time in prices, goods, and services that producers experienced for…
Volume 10 Issue 1, eNewsletter
Self-directed IRAs (SDIRAs) are becoming more and more popular as IRA holders look to enter alternative investments. While SDIRAs can open up a world of investment options, the rules around…
Volume 10 Issue 1, eNewsletter
If you own rental real estate, its classification as a trade or business rather than an investment can have a big impact on your tax bill. The distinction is especially…
For many employers, the ongoing COVID-19 pandemic is requiring long-term remote work. Companies that effectively onboard new workers retain their workers longer, have better worker performance, and increase their profits…
Roth IRAs can be a powerful tax tool, but they are often misunderstood and misused. Investment income in Roth IRAs compound tax-free and most distributions are tax-free as well. Another…