Replacement and Conservation Considerations for Life Insurance Policies
Don’t be surprised if a review of your life insurance shows you may need to replace or exchange your policy. Learn more in this week’s Insurance Tip.
Tax Implications of Reverse Mortgages
Is reverse mortgage interest tax deductible and who can take the deduction? Find out in this week’s Tax Tip.
New Trustees Reports Show Continuing Financial Challenges for Social Security and Medicare
The latest trustee report on Social Security and Medicare shows both programs face financial challenges. Read more in this week’s Financial Tip.
Unplanned Business Liquidations
When your company is forced into an unplanned liquidation, you will lose the business’s going-concern value. We explain in this week’s Business Tip.
Health Care Reform: Credits and Subsidies
The Affordable Care Act provides tax credits and subsidies to help reduce the cost of health insurance coverage. Learn more in this week’s Insurance Tip.
Planning Your IRA Withdrawal
You’ve spent most of your life saving to your IRA. Don’t forget, planning is still necessary when you begin withdrawals. Read more in this week’s Tax Tip.
Don’t Let Your Retirement Savings Goal Get You Down
If your savings goal seems daunting, try focusing more on the details that help refine your plan. We explain in this week’s Financial Tip.
Incorporating Incapacity Planning into an Estate Plan
In today’s Marietta Daily Journal: It can be easier for your family if you have plans in place, should you become incapacitated. Read the Article
Family Limited Partnerships
A family limited partnership can help transfer business assets to younger generations while you retain control. We explain in this week’s Business Tip.
Medicaid Qualifying Trusts
A trust helps you to qualify for Medicaid because it can make your income and assets unavailable to you. Read all about it in this week’s Insurance Tip.