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.
Tax Tips for Recently Married Taxpayers
If you’ve married over the summer, here are five tax tips that may help you avoid stress at tax time. Learn more in this week’s Tax Tip.
Financial Mistakes People Make at Different Ages
With age comes wisdom, except when it comes to money. We explain pitfalls at every age in this week’s Financial Tip.
Planning for Incapacity
Our experts take a broad look at planning for incapacity in the case of an elderly investor who has been diagnosed with the early signs of dementia.
Using Private Funding to Raise Capital for Your Business
Read our tips to avoid complications if you’re obtaining private funding for your business.
The Split Annuity: Current Income Plus Future Savings
Split annuities attempt to provide an immediate income stream and grow principal. Learn more in this week’s Insurance Tip.
Forgot Something on Your Tax Return? It’s Not Too Late to Amend
You were ahead of the game and filed your taxes in March. What do you do with the corrected 1099 that just arrived? We explain in this week’s Tax Tip.
What is the Roth IRA Five-Year Rule?
Roth IRAs have some unique rules regarding withdrawals, and five years is a magic number. We explain in this week’s Financial Tip.
How an Inheritance Affects Your Financial Plan
Our experts discuss a case study of a family who received an influx of cash through an inheritance. They discuss the importance of a financial plan before spending a dime.
In the News: Retirement Plans for the Self-Employed
As a small-business owner or self-employed individual, there are several factors that can influence your choice of retirement plans.