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Category Archives: Blog

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Sep232019

Life Insurance with Long-Term Care Benefits

Blog, InsuranceBy Editorial TeamSeptember 23, 2019

If you are concerned about the high costs of long-term care but don’t want to purchase traditional long-term care (LTC) insurance, consider combining permanent life insurance coverage with long-term care benefits. We explain in this Insurance Tip.

Sep202019

Small Business Owners May Qualify for a Home-Office Deduction

Blog, Business Owner/Self Employed, TaxBy Editorial TeamSeptember 20, 2019

If you’re a small business owner, you may qualify for a home-office deduction. We explain the qualifications and two methods in this week’s Business Tip.

Sep192019

Is Student Loan Interest Still Tax Deductible?

Blog, Education Planning, Family Finances, TaxBy Editorial TeamSeptember 19, 2019

Virtually any loan interest will qualify for the student loan interested deduction if the loan proceeds are used solely for qualified higher-education expense. We explain in this Question of the Week.

Sep182019

The IRS Has Cryptocurrency on Its Radar

Blog, TaxBy Editorial TeamSeptember 18, 2019

The IRS is so focused on cryptocurrency that it issued warning letters to more than 10,000 taxpayers that it suspects might have an under-reporting problem. We explain in this week’s Tax Tip.

Sep162019

Why You Need Life Insurance

Blog, InsuranceBy Editorial TeamSeptember 16, 2019

September is Life Insurance Awareness Month, a good time to evaluate your life insurance needs and review your life insurance coverage. We explain why you need life insurance in this week’s Financial Tip.

Sep132019

How Does Profitability Impact Value?

Blog, Business Owner/Self EmployedBy Editorial TeamSeptember 13, 2019

If you are a few years from selling your business, we explain how profitability can impact the value. Learn more in this week’s Business Tip.

Sep122019

Do Millennials Need Life Insurance?

Blog, InsuranceBy Editorial TeamSeptember 12, 2019

While you may face a lot of financial challenges starting out – college loans, saving for a home, starting a family, saving for retirement – don’t discount the importance of life insurance. We explain in this Question of the Week.

Sep112019

Looking Ahead to 2019 Taxes

Blog, TaxBy Editorial TeamSeptember 11, 2019

Your 2018 tax return has either been filed or extended. Now it’s time to look at the changes that will impact your 2019 return when you file it in 2020. Read more in this week’s Tax Tip.

Sep92019

Real Estate Investing 101

Blog, Investment SelectionBy Editorial TeamSeptember 9, 2019

If you are new to investing in real estate, there are several questions you should ask yourself to choose the best real estate investments for your needs. We list five in this week’s Financial Tip.

Sep62019

Hobby or Business? It Makes a Difference for Taxes – Now More than Ever

Blog, Business Owner/Self EmployedBy Editorial TeamSeptember 6, 2019

What distinguishes a business from a hobby? We explain the IRS’ nine factors to consider when making that judgement in this week’s Business Tip.

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