‘Use-It-or-Lose-It’ Rule Modification
Flexible spending account plans may adopt a new $500 carryover rule, modifying the “use-it-or-lose-it” rule. We explain in today’s Marietta Daily Journal.
Five Questions about Long-Term Care
It’s important to plan for long-term care because the odds of needing it are high and costs are rising. Read more in this Insurance Tip.
Do I need to make any changes to my Medicare coverage for next year?
You are not required to make changes, but review your options before you decide to stay with your current Medicare plan. Learn more in this Insurance Tip.
Paying for Long-Term Care Insurance with Tax-Free Funds
The good news is that there are several tax-free options that can help you pay for long-term care insurance. Read all about them in this Insurance Tip.
Q&A Time: Seagate Technologies and Life Insurance for a Child
The “Money Talks” hosts address listeners’ questions on a technology investment and life insurance.
Don’t Overlook the Credit for Small Employer Health Insurance Premiums
Small businesses can take advantage of a tax credit for paying health insurance premiums for their employees. Read all about it in this Business Tip.
No-Fault Insurance
No-fault insurance is where your insurance company pays your bills regardless of who or what caused the accident. Read more in this Insurance Tip.
Designating a Beneficiary for Life Insurance
The beneficiary of your life insurance policy cannot be changed in your Will. Read all about it in this Insurance Tip.
Q&A Time: Life Insurance, Industrials and Education Services
The “Money Talks” hosts answer listeners’ questions on Industrial stocks and Education Services stocks.
Making Annuities More Effective
In today’s Marietta Daily Journal, Bil Lako, CFP® discusses why annuities should be measured for their risk transfer. Read the Article