Subject Matter Expert
October
11
Savings Account Helps Defray Health Costs
This article was written entirely and provided by CNBC.com This savings account can help defray health costs – and you likely don’t know much about it. If you haven’t seen this tax-advantaged savings account offered alongside your health-care plan, odds are that you’ll come across it this year. Say hello to the health savings account,…
September
26
Special Needs Trusts FAQ
This article is written entirely and provided by FindLaw.com. What are special needs trusts? A trust is created when property (real estate, finances, tangible items) is managed by a person for another person’s benefit. The person managing the property is called the “trustee.” The person whose benefit it is for is called the “beneficiary“. The trust lasts…
July
24
What Is Long-Term Care?
This article was written & provided by OneAmerica®. For many people long-term care is synonymous with living in a nursing home. Actually, there are more options than ever to help you maintain comfort and dignity during a care need, including receiving care in your own home. Preparing for long-term care should address your health, wellness…
July
10
Paying for Off-Campus Housing with a 529 Plan
Written by Kimberly Lankford, Contributing Editor, Kiplinger June 13, 2017 Q: My son will be a sophomore in college in the fall and is living off-campus. He has a 12-month lease, but he doesn’t attend classes in the summer. Can I use his 529 money tax-free for the full year’s rent, or do I need to…
June
06
Navigating The New 529 Rules – The Land of Wealth Transfer, Piggy Backs and Donor Advised Funds
Navigating The New 529 Rules – The Land of Wealth Transfer, Piggy Backs and Donor Advised Funds This article provided by Forbes.com Written by: Megan Goreman The Tax Cuts and Jobs Act of 2017 had some interesting news for parents: for the first time, 529 plans are now eligible to be used for K-12 private…
March
07
Check Status of a Tax Refund in Minutes
This article provided by the Internal Revenue Service (IRS). Check Status of a Tax Refund in Minutes Using Wheres My Refund? The Where’s My Refund? tool gives taxpayers access to their tax return and refund status anytime. All they need is internet access and three pieces of information: Their Social Security number. Their filing status….
February
14
Getting Up to Speed as Retirement Draws Near
This article provided by Financial Media Exchange (FMeX) As you approach retirement, many important decisions await you. If you have a qualified employer-sponsored retirement plan, whether it is a traditional pension or defined contribution plan, such as a 401(k), you will have to decide how to manage the plan’s proceeds once you retire. Your choice…
December
12
2018 Retirement Plan Contribution Limits
Written by: Matthew Frankel (TMFMathGuy) The IRS recently announced updated retirement plan contribution limits for 2018, and there are several significant changes taking place. Here’s how the new contribution limits will affect 401(k) plans, IRA investors, and Americans who use other varieties of tax-advantaged retirement savings plans. 401(k), 403(b), 457, and Thrift Savings Plan contribution…
October
19
12 Ways Small Businesses Can Improve Their Social Media Presence
April 7, 2017 Post Written by Forbes Agency Council Social media provides a powerful tool for outreach: Companies can share stories, talk about events or offers, or discuss services or solutions with interested customers or potential clients. But not every small business has set aside the time and money to establish an online strategy…
October
05
Caring for a Parent – Proactive Planning: Ten Wise Considerations
Most of us have heard about the Sandwich Generation: those who are caring for children and parents at the same time. Longevity has made it increasingly possible that at some point in life you will be involved in the planning or direct care of a parent – if you have not or are not caring…