The important question: Are you prepared? Addressing the potential threat of long-term care expenses may be one of the biggest financial challenges for individuals who are developing a retirement strategy. The U.S. Department of Health
Helpful tips for tax time. Being a small-business owner isn’t easy. After all, balancing payroll, managing employees, drawing up marketing plans, and handling the bookkeeping can be stressful! Luckily, the Internal Revenue Service (I.R.S.) allows
Six overlooked tax deductions to help you manage your tax bill. Who among us wants to pay the Internal Revenue Service more taxes than we have to? While few may raise their hands to voluntarily
What the I.R.S. looks for and why. “Audit” is a word that can strike fear into the hearts of taxpayers. However, the chances of an Internal Revenue Service audit aren’t that high. In 2017, the
Here are six flags that could make your tax return prime for an I.R.S. audit. No one wants to see an Internal Revenue Service (I.R.S.) auditor show up at their door. But in 2018, the
Plan F is fading away, and Plan G may gain more popularity. Soon, two types of Medigap policies will no longer be sold. Seniors who enroll in Medicare in 2020 or later will be unable
Avoid these situations, if you can. Pursuing your retirement dreams is challenging enough without making some common, and very avoidable, mistakes. Here are eight big mistakes to steer clear of, if possible. No Strategy. Yes,
Talk about precautions with the seniors in your family. Elders are financially defrauded in this country on a daily basis. Only a few of these crimes are made public. In fact, the National Adult
What is your exit strategy? Your company is ripe for sale. Now what? These days, your children or employees may not necessarily want to take over your business, but you still want to sell
When you reach age 70½, they can be a new way of giving. As the owner of a traditional IRA, you are likely aware that you are obligated to make required minimum distributions (RMDs)