July 13, 2021

IRS warns of pandemic-related tax scams in ‘Dirty Dozen’ for 2021

Although most economic impact payments, also known as stimulus payments, to individuals have been issued, their security remains a concern. Accordingly, taxpayers should be wary of text messages, phone calls, or emails asking about bank account information... (click on the picture to read more)...
October 6, 2020

Preparing for Medical Expenses in Retirement

You may think that you don't need to worry about health care costs after you turn 65 and are eligible for Medicare. You can't contribute to a health savings account after you enroll in Medicare, but you can use money you've built up in the account tax-free for even more expenses after you turn 65... (click on the picture to read more)...
April 30, 2020

Income Annuities Take Risk Out of Retirement

Before moving on to what highways, lanes and exits you’re going to take, you need to figure out where you are going. Anyone within five years of retirement should have a written (even if digital) plan that shows how much you’ll have and where it will come from. (click on the picture to read more)...
February 26, 2020
Girl Studying

Student Loan Repayment Plan

Student loans generally have a six-month grace period after graduation to give borrowers time to get on their feet before they have to start repayment. The first step in building a student loan repayment plan is understanding who you owe, whether it's the Department of Education or a bank.(click on the picture to read more)...