Are you spending more time in your home office these days? Has it been weeks since you’ve seen your desktop? Are stacks of file folders piled up on the floor and papers falling off your [Read More…]
Is there anything your 401(k) plan can’t do? It allows for tax-deferred earnings in traditional accounts and tax-free earnings in Roth-style accounts. And traditional plans enable you to make contributions in pretax dollars, helping to [Read More…]
Many adults are finding that an aging parent or family member is in need of health care assistance. Luckily, there are many options available today to help aging relatives grow old gracefully, either in their [Read More…]
One of the rare gifts we have in the tax code is the ROTH IRA. However, it is likely you and your family are not using ROTHs to the fullest advantage. What’s so great about [Read More…]
Parents of children with special needs have to consider their child’s immediate and long-term financial issues. Often, one parent may need to quit work or reduce hours, often reducing family income. Given the cost services [Read More…]
Dealing with the death of a loved one is already incredibly difficult. It is then compounded by the added responsibility of closing out one’s financial affairs. As a result, it can be valuable to have [Read More…]
Many reading this column are involved in our community: giving of time, talents and often money. That said, yet too few realize that giving in a different way may qualify for a nice tax break. [Read More…]
At 18, I was faced with the death of my mother. Then, at 30 I was faced with the illness of my father. Neither of my parents had planned for much of anything. Instead, my [Read More…]
You may be considering college costs and wondering how you and your child will pay for it. And, unfortunately, most parents underestimate the total cost and haven’t saved enough. If you have done absolutely nothing, [Read More…]
Chances are you’re one of the 143 million Americans who’ve been victimized by the data breach at Equifax, one of the nation’s three major credit reporting agencies. The breach started in mid-May and lasted through [Read More…]
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