Our experts discuss the change to using the prior-prior tax year on the Free Application for Federal Student Aid, and how it can affect how you withdraw from grandparent-owned 529 plans.
Dan DiLuzio, C.P.A., shares his expertise in discussing this week’s case study about how to treat the capital gain on the sale of a home.
Brian Borngesser with Henssler Norton Insurance discusses business interruption coverage and how it can help prevent a devastating catastrophe from turning into a financial disaster for a business.
Our experts discuss whether retirees should spend what they have saved or continue to save as much as they can for their children to inherit.
Our experts also delve into a case study about an investor who can take advantage of a Roth IRA conversion to diversify the tax status of his retirement assets, but it would mean saving less to his children’s 529 Plans. Managing Associate K.C. Smith, CFP® discusses the pros and cons behind using Roth IRA funds as a dual retirement/college savings.
While Millennials prefer cash over credit, our experts discuss why credit history is important and how to establish a good credit history.
Our experts discuss a case study about matching investments with known expenses 10 years prior to your need, and how to structure a fixed-income portfolio.
Our experts discuss automatic enrollment in your employer’s 401(k) plan and why the default options may not be the best choice for your situation.
Our experts discuss a case study that explores the strategy of gifting away assets to qualify for Medicaid in the future.
Test driving a retirement plan includes identifying the difference between your after-tax income and your desired after-tax spending for any given year.
