401(k) Wraparound Plan
Looking for a benefit for highly compensated employees? Consider a 401(k) wraparound plan. Read more in this week’s Business Tip.
Do You Need Disability Income Insurance?
You have home and life insurance, but many people don’t think about protecting their income with disability insurance. Read more in this week’s Insurance Tip.
Breaking Down the Taxpaying Population: Where Do You Fit In?
What AGI makes the top 5% of all individual tax filers? Probably not as much as you think. Find out where you fit in. Learn more in this week’s Tax Tip.
Is Your 529 Plan Making the Grade?
If you’re one of the millions of parents or grandparents who’ve invested money in a 529 plan, the arrival of a new academic year may be a good time to see how your plan stacks up against the competition. Mediocre investment returns, higher-than-average fees, limited investment options and flexibility—these are some of the things that might have you thinking you could do better with another plan. Learn more in this Financial Tip.
In the News: Planning for Your Passwords and Virtual Assets
You can outline what you want done with your Facebook and Twitter accounts when you die in a VAIL. We explain today’s Marietta Daily Journal.
Should I Incorporate My Business?
To incorporate or not to incorporate—that is the question of many small-business owners. Read this business tip for some points to consider.
Claiming Life Insurance Benefits
Your spouse may have owned more than one type of life insurance policy. Remember, you have to claim a benefit to be paid. Learn more in this Insurance Tip.
Take Advantage of Education Tax Benefits
Paying for an education? With proper planning, you should be able to take advantage of the available tax benefits. Learn more is this week’s Tax Tip.
Time Running Out for Large Gifts in 2012
You should consider whether the benefit of a large gift in 2012 could be recaptured later if estate and gift laws change. Read all about it in this Financial Tip.
In the News: In Case of Emergency
We highlight some commercially available records and information organizers for your family finances in our Marietta Daily Journal Blog column.