What to Do After Someone Passes When a loved one passes, you can feel overwhelmed. It is hard to deal with everything that is going on, when you add taking care of financial matters to the mix it can get even more complicated. We have compiled this list of 5 steps to take after [...]
Where to Find Your Retirement Income Retirement income is not a black and white topic. There is not one key source of retirement income and everyone's plans will be different. A major step towards a successful retirement plan is identifying all your potential sources of income and how much you can expect them to [...]
Getting Ready for Your Tax Preparation Appointment. Tax season is upon us, so now is the time to prepare for your upcoming tax preparation appointment. To help you get ready, we have compiled this list of 5 things you to take with you to your tax preparer’s office. 1. Photo Identification The IRS now [...]
Disability Insurance If you become seriously ill or get hurt to the point you cannot work, where will your income come from? One of the most reliable resources in such a situation is disability insurance. It can provide you with steady income if you are not able to work for a prolonged period of [...]
Special Needs Trusts-What are They Special Needs Trusts are unique trusts. You can create one to care for a beneficiary who has a disability or other considerations. In this article, we will go over what advantage Special Needs Trust offer your beneficiary and how they work. Maintain Government Benefits The main benefit of [...]
The Basics An Employer-Sponsored Retirement Plan is an investment plan that employers offer to their employees as an added benefit. These plans include 401(k)s, 403(b)s, 457(b)s, SARSEPs, and SIMPLE plans. Each plan has different rules and features. But all Employer Sponsored Retirement Plans contain many of the same rules and fundamental characteristics. In this [...]
Tax Season Preparation It is hard to believe it is already 2017! Unfortunately, that means it is tax season. Tax season is stressful and complicated for everyone, but it can be even more so for small business owners. In this article, we will go over some tax season preparation tips for small business owners. [...]
Preparing for Long-Term Care 70% of those over the age of 65 will need some form of Long Term Care during their lifetime. This is compared to a 25% chance that you will be in a car accident or have a house fire. The difference is everyone keeps automotive and homeowner’s insurance to be prepared, [...]
Benefits of Dynasty Trusts Dynasty Trusts are special trusts that you can utilize for a complete estate plan. Dynasty Trusts have several benefits, such as tax reduction, providing for several generations, and protecting your loved one's inheritance from creditors. In this article, we will go in-depth about the advantages Dynasty Trusts offer. Then you [...]
Tips for Your Year-End Financial Review As 2016 comes to a close, it is important that you do not forget your year-end financial review in the shuffle. At the end of the year, it is important to review your budget, investments, and financial goals. In this article, we will outline some financial steps you [...]
