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ABLE accounts – A Tax Advantaged Tool For Special Needs Planning
Each year, millions of Americans with disabilities and their families rely on public benefits to help provide for income, health care, food and housing assistance. Since eligibility for assistance through ... -
How to Assist Aging Parents With Their Finances
Next to politics, money is often the last topic that people want to discuss openly – especially when you are speaking to family. The sensitivity of this topic is often ... -
Smart money moves for 2019
According to research from the University of Scranton, nearly 45 percent of Americans will make a New Year’s resolution this year. However, making a resolution is the easy part – ... -
Consider Harvesting Gains and Losses Before Year-End
After years of below average market fluctuation, volatility has spiked during the 3rd quarter of 2018. From trade war concerns to Federal reserve rate hikes, the market has been digesting ... -
Should You Consider a Donor-Advised Fund?
As a tool used to simplify the process of managing charitable giving, donor-advised funds (DAF) are growing in popularity. In fact, according to the 2017 Donor-Advised Fund Report from the ... -
Preparing Young Beneficiaries to Handle an Inheritance
Dealing with the loss of a loved one is never easy. In addition to the emotional challenges of loss, many people are thrust into dealing with financial complexities. This can ... -
Time to Revisit Your Cash Strategy
Now may be a great time to consider revisiting your cash reserve strategy. After years of holding short term interest rates at or near zero, the Federal Reserve has raised ... -
The 5 Biggest Financial Mistakes Small Business Owners Make
The number of small businesses in the United States continues to rise. In fact, according to the U.S. Small Business Administration, there are 29.6 million small businesses employing an additional ... -
Smart ways to buy the worst depreciating assets
Purchases that bring excitement to your life are often detrimental to your wallet. New automobiles, boats, planes, RVs and other similar assets are well known for being depreciating assets – ... -
Critical Steps to Take Before Choosing to Retire
Determining the most ideal time to retire is no easy task. In fact, transitioning from a typical workweek and paycheck to the uncertainty associated with how your life will change ...
