Beware of Draconian Penalties for Health Reimbursement Plans
As a business owner, do you offer employees a health reimbursement plan? Beware of what this option may cost you. We explain in this week’s Tax Tip.
Market Tumble? Annuities May Not be the Answer
During a market decline, a guaranteed annuity may sound good, but it may not be the perfect investment. Read our article in today’s Marietta Daily Journal.
Life Insurance Policy Evaluation and Comparison Methods
There is more than one way to evaluate your life insurance policy. We highlight six methods in this week’s Insurance Tip.
Protecting Your Loved Ones with Life Insurance
As you take on more responsibilities and your family grows, your need for life insurance increases. Learn more in this week’s Insurance Tip.
Replacement and Conservation Considerations for Life Insurance Policies
Don’t be surprised if a review of your life insurance shows you may need to replace or exchange your policy. Learn more in this week’s Insurance Tip.
New Trustees Reports Show Continuing Financial Challenges for Social Security and Medicare
The latest trustee report on Social Security and Medicare shows both programs face financial challenges. Read more in this week’s Financial Tip.
Health Care Reform: Credits and Subsidies
The Affordable Care Act provides tax credits and subsidies to help reduce the cost of health insurance coverage. Learn more in this week’s Insurance Tip.
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.
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.
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.