Investment Policy Committee Update
As you can guess, December was a busy month for the Investment Policy Committee (IPC)! Based upon our view that many of the major economies around the world, including the [...]
Act Before Year End to Minimize Your Tax Burden
Some people think they can wait until March to worry about taxes. Wrong. The end of the year is a perfect time to make some last-minute efforts to reduce your [...]
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 [...]
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 [...]
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 [...]
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, [...]