Borrowing From Your 401(k) Plan
Many American employees are provided with 401(k) retirement plans from their employers. When tough times come and you are strapped for cash, it can be tempting and seem like a good option to borrow money from your 401(k) plan. [...]
Fixed vs. Variable Annuities
Fixed vs. Variable Annuities: Which is Better There are many types of annuities and sub-types of annuities that there are to choose from. However, the two most common are fixed and variable annuities. In this article, we will outline [...]
Education Tax Credits
Understanding Education Tax Credits (Form 8863) Education is one of the biggest expenses that parents and students will face. Thankfully, there are two education tax credits that can be used to help offset the cost. These tax credits [...]
Estate Planning for Children from Previous Marriages
Estate Planning for Children from Previous Marriages can be tricky! Estate Planning for Children from Previous Marriages can be complicated. When you add children from previous marriages, planning can become tricky. Typically, when you pass away all [...]
Financial Planning for New Parents
New Parents: Preparing for Financial Changes! Each stage in our lives comes with a new set of financial challenges. This is especially true for new parents. Your budget, insurance needs, estate plan, and income taxes will all be dramatically [...]