IRMAA can raise your Medicare costs if you’re a high-income retiree. Here’s what to know for 2025 and how to plan ahead wisely.
Latest Insights Article
The Rules of Personal Record Retention
Ever wonder how long you should keep your receipts, statements, and other accumulated documents? Here are some recommended holding periods for a variety of documents you likely have in your cabinet or drawer.
SECURE Act Law Could be Boon for Charities
The recently passed SECURE Act has made several changes to retirement plans, some of which could result in an increase in the amount of money being left to charities. Read why.
Webinar Invitation: Learn How the SECURE Act Changes Your Retirement and Estate Planning
The SECURE Act is likely to impact everyone’s retirement and estate planning. Learn about the major changes and what strategies are available to mitigate potential problems.
A Big Decision for Seniors: Do I Stay, or Do I Go?
There’s no place like home. That’s the feeling many of us have as we age and need to consider where and how we will live as seniors. It’s not always an option, however. Read how two retirees made their (different) choices.
Resolutions or Goals? Here are 7 Ideas to Jumpstart Your Year.
By the time you read this article, 75% of people will have already given up their New Year’s resolutions. Why? Because resolutions tend to be vague. Learn why setting goals is more effective, and how these 7 ideas can jumpstart your year.
Avoid Fraud in 2020 by Writing the Complete Date
Authorities are warning about a new scam and it’s one that can easily be avoided. Read More.
What You Need to Know About the Recently Passed SECURE Act
The recently passed SECURE Act contains the most significant changes to retirement since 2006, and there’s something in it for everyone. Find out how the changes may impact you.
How to Plan After a Financial Windfall
Have you ever wondered what you would do with a big financial windfall? In addition to celebrating, there are several important things you should (and should not) do. Learn how to avoid the most common mistakes.
Thank You For Supporting Our 2019 Food Drive
Thank you to all our clients, business partners, and employees who contributed to this year’s food drive.
Year-End Tax Planning Tips for 2019
New tax laws made significant changes to Federal income taxes beginning in 2018. While there was no significant new legislation in 2019 affecting individual taxes, personal situations do change from year to year, thus requiring a fresh look at how to approach your year-end tax planning. Here are some suggestions.
How Will a Grandparent’s 529 Plan Impact Financial Aid on the FAFSA?
When setting up a 529 plan, is it best to make the intended recipient the owner, a parent, or a grandparent? Read the answer here.
How Long Does a Merchant Have to Charge My Credit Card?
You make a purchase at a store, swipe your credit card, and sign the receipt. But then you notice that the charge doesn’t appear on your credit card statement – ever. How long does the merchant have to charge you?