Blog
Making a Charitable Gift
Did you know that there are benefits and limitations when you decide to donate stock? Learn more about your options. Key Takeaways Some universities and major hospitals have huge endowments while your local shelter may struggle to keep its doors open. Sometimes...
Silver Sneakers 101
Medicare’s popular program, offering free gym membership and health education. Once you turn 65, the world of Medicare opens to you, and you also gain access to its offshoot supplemental programs. You likely know about Part A, Part B, Medicare Advantage, and other...
Personal Finance Calendar
Use this handy calendar to remember the year’s most important financial dates. JANUARY: Get ready for a brand new year. Write down the major financial events you anticipate in the next few years. That will help guide a discussion about whether your portfolio reflects...
How Income Taxes Work
A quick look at how federal income taxes work. Taxpayers and businesses spend an estimated 7.1 billion hours a year complying with tax-filing requirements, which is worth $388 billion in economic value just to comply with tax regulations.1 As complex as the details of...
A Primer On Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends." When looking for income-generating investments, some investors turn to dividend-yielding stocks. When a company makes a profit, that money can be put to two uses: It can be...
Filing Final Tax Returns for the Deceased
The federal government requires deceased individuals to file a final income tax return. When a family member passes away, there are many decisions that need to be made and many emotions to handle. The last thing anyone thinks about is taxes. Unfortunately, even the...
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy. Do you have a will? A will enables you to specify who you want to inherit your property and other assets. A will also enable you to name a guardian for your minor children. Do you have...
Social Media: #NewestBusinessLiabilityRisk
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk. The stories of social media fails are legendary—companies using inappropriate humor regarding serious social issues, typographical errors, and...
What Will You Do With Your Bonus or Windfall?
This article examines one's options when receiving a work bonus or other financial windfalls. While many of us have been conditioned to expect a regular bonus from work or some other gift of money, either from living relatives or through an estate, there is still a...
