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Medicare

Financial planning covers many areas. One topic clients ask me about all the time is Medicare and related issues. I am not a Medicare expert, but it is important for me to have a way to assist clients with these decisions.

529s and Estate Planning: What is the Connection?

Assets in 529 plans have grown significantly in recent years due to their college planning potential. But there's another side to 529 plans that may appeal to you - potential estate planning benefits.

Social Security Online

Are you aware of all you can do with an online my Social Security account?  With a my Social Security account, you will have a multitude of information and tools right at your fingertips.  Avoid having to call the office and sit through long hold times - you can do all of the following online:

April is Financial Literacy Month...

When you have financial literacy, you have the knowledge and skill to manage your own personal finances in order to achieve financial stability for your lifetime. Unfortunately, our youth lacks educational courses on maintaining sound financial habits.

October is National Women’s Small Business Month…

In our practice, I see all the time women creating fun, unique ways to earn an income for themselves and their families.  It thrills me to see these courageous women leading the way to a growing economy in our country.   The success of female entrepreneurs is something to be celebrated always, but the entire month of October is being used to spotligh

September is Life Insurance Awareness Month!

Life insurance was once viewed simply as a means of risk management to protect against financial loss in the event of a person’s death. Today, it’s an important part of an overall strategic financial plan and a vital funding mechanism for businesses.  Too often, life insurance is left out of the financial planning picture.

2018 Tax Law Changes: 529 Plans

One of the many things affected by the new tax laws are 529 college savings plans.  529 plans may now be used for kindergarten through 12th grade tuition as well as costs for higher education.  If you will remember, 529 plans are a saving vehicle for education costs that grow tax-free; withdrawals are tax-free if used for education expenses.

What’s the BIG deal about Health Savings Accounts and how do they work?

Recent legislation that impacts the healthcare industry has sparked much interest in Health Savings Accounts or HSAs.  Per Wikipedia, HSAs are a tax-advantaged medical savings plan available to U.S. taxpayers enrolled in a high deductible health plan.

National Fiduciary Day is March 22nd

What is the definition of a fiduciary?  According to Wikipedia, the definition of a fiduciary is a person who holds a legal or ethical relationship of trust with one or more other 

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  • Do your Life Insurance Beneficiaries Match your Estate Plan?

    One of the most common mistakes I see people make is listing a minor(s) as a beneficiary. For the most part, should a minor inherit funds, they will be forced to have a court-appointed Conservator who will need a Conservatorship account for the funds. A child is considered to be a minor in most states until the age of eighteen.

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