Secular Trusts and Annuities
A secular trust can provide assurance that your nonqualified deferred compensation plan benefits will not be at risk. We explain in this week’s Business Tip.
How can I pay off my credit card debt?
Did you charge up a storm getting ready for the new school year? Before too much interest accrues on your balances, put a strategy in place to pay off your debt. We offer options in this Question of the Week.
What to Do if You Receive a Dreaded IRS Letter
April 15th may be long gone, but the IRS is still sending out audit letters. We explain what you need to do if you receive one in this week’s Tax Tip.
What’s New in the College World?
If you’re the parent or grandparent of a current or prospective college student, you might be interested to learn what’s new in the world of higher education. We walk you through the highlights in this week’s Financial Tip.
Robocall Legislation and Equifax Updates
Equifax reached a settlement agreement in the class-action suit from the 2017 data breach. If you are eligible, you can file online, taking approximately two minutes to submit your claim. You can choose to receive free credit monitoring or a cash payment (up to $125, but more if you incurred expenses in dealing with problems associated with the breach, up to $20k).
Top 10 Startup Business Questions Every Entrepreneur Should Answer
Starting a small business can be one of the most exciting and rewarding events in your life. But it can also be extremely stressful. We list 10 questions to ask yourself before you take the leap in this week’s Business Tip.
Should you buy or lease a car?
If you are in the market for a new car, you may be contemplating buying or leasing. How do you determine which option is right for you? We list four questions to ask yourself in this Question of the Week.
Private Family Foundations
Private family foundations are typically founded by high net worth individuals and families who want to maintain a high degree of control over their charitable legacies, and are willing to assume significant costs and responsibilities, and adhere to strict rules and requirements. Learn more about them in this week’s Financial Tip.
Excess Benefit Plans
Excess benefit plans allow employees who participate in a qualified plan to exceed the contribution limitations. Learn how in this Business Tip.
What is Socially Responsible Investing?
Socially responsible investing may allow you to further both your own economic interests and a greater good, in whatever way you define that term. We explain in this Question of the Week.