What happens if my Medicare HMO goes out of business?
If your Medicare HMO goes out of business, you have several choices to make, but a short window to make them. We explain in this week’s Insurance Tip.
If your Medicare HMO goes out of business, you have several choices to make, but a short window to make them. We explain in this week’s Insurance Tip.
The IRS has expanded what falls under “qualified higher education expenses” for 529 Plans. Read all about it in this week’s Tax Tip.
This week, Research Analyst Nick Antonucci, CVA, Managing Associate K.C. Smith, CFP®, and Senior Associate Jarrett McKenzie, CFP®, CWS®, cover a financial planning situation about investors who want to help fund college education savings for their grandchildren. They cover the benefits for both 529 Plans and Roth IRAs.
The week started off with gains as the Dow Jones Industrial Average achieved its ninth record closing high in a row and the S&P 500 index ticked up to record level highs. Sentiment was reversed Tuesday as the indices concluded trading in the red zone after trading in a narrow range throughout the day.
In today’s Marietta Daily Journal: Per Bil Lako, CFP®, women, who statistically live longer, may need more financial planning.
Self-employed individuals benefit by deducting their business expenses directly on their business schedule. Read more in this week’s Business Tip.
Chances are high that you or a loved one will need long-term care. Are you prepared for the expense? Learn more in this week’s Insurance Tip.
Borrowing funds to finance an education? You may consider a borrowing against your home because of the tax benefits. We explain in this week’s Tax Tip.
Despite the time and energy you spend evaluating, the hardest part is deciding whether to accept the job offer. We explain in this week’s Financial Tip.
Troy Harmon, CFA, CVA, is joined by Principal Jennifer J. Thomas, CFP®, and Managing Associate, Shawna L. Theriault, CFP®, C.P.A., to discuss the issues women face in retirement given that they are likely to live longer and may earn less over the course of their careers.