Category Archives: Financial Services

What’s the Difference Between a Direct and Indirect Rollover?

Posted on Monday, February 13, 2017 by

If you’re eligible to receive a taxable distribution from an employer-sponsored retirement plan [like a 401(k)], you can avoid current taxation by instructing your employer to roll the distribution directly over to another employer plan or IRA.

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Grandparents Can Help Bridge the College Cost Gap

Posted on Sunday, February 12, 2017 by

For many families, a college education is a significant financial burden that is increasingly hard to meet with savings, current income and a manageable amount of loans. For some, the ace in the hole might be grandparents.

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Quiz: How Much Do You Know About Social Security Retirement Benefits?

Posted on Sunday, February 12, 2017 by

Social Security is an important source of retirement income for millions of Americans, but how much do you know about this program?

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Medicare and Medicaid: What’s the Difference?

Posted on Tuesday, January 17, 2017 by

It’s easy to confuse Medicare and Medicaid, particularly since they’re both government programs that pay for health care. But there are important differences between each program.

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Growth, Value or Both?

Posted on Monday, January 9, 2017 by

The terms growth and value are often used to describe two different investment strategies, yet many investors may want both qualities in an investment. It’s helpful to understand the opposing ideas, even if you want the best of both in your portfolio.

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Key Retirement and Tax Numbers For 2017

Posted on Monday, January 9, 2017 by

Every year, the Internal Revenue Service announces cost-of-living adjustments that affect contribution limits for retirement plans, thresholds for deductions and credits, and standard deduction and personal exemption amounts. Here are a few of the key adjustments for 2017.

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The Giving Season: Six Tips for Making Smart and Effective Charitable Donations This Holiday Season

Posted on Tuesday, December 13, 2016 by

With so many charities to choose from, it’s more important than ever to ensure that your donation is well spent. Here are six tips that can help you make smart and effective charitable donations.

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What It Means to Be a Financial Caregiver for Your Parents

Posted on Thursday, December 8, 2016 by

If you are the adult child of aging parents, you may find yourself in the position of someday having to assist them with handling their finances. Whether that time is in the near future or sometime further down the road, there are some steps you can take now to make the process a bit easier.

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Playing Catch-Up with Your 401(k) or IRA

Posted on Wednesday, December 7, 2016 by

If you’re 50 or older, you could benefit by making catch-up contributions to tax-advantaged retirement accounts. You might be surprised by how much your nest egg could grow late in your working career.

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The Billion-Dollar Lost-and-Found of Unclaimed Life Insurance Policies

Posted on Wednesday, December 7, 2016 by

It is difficult enough to deal with the emotional loss of a loved one. But what if your deceased loved one’s financial documents – particularly their life insurance policy or policies – have been misplaced, or simply can’t be found?

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