Category Archives: Financial Services

What Are Some Tips For Creating a Home Inventory?

Posted on Wednesday, March 15, 2017 by

Imagine having to remember and describe every item in your home, especially after you’ve been the victim of a fire, theft, or natural disaster. Rather than relying on your memory, you may want to prepare a home inventory — a detailed record of all your personal property.

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Why a Life Insurance Claim May Be Denied

Posted on Tuesday, March 14, 2017 by

There are several reasons insurance companies may attempt to deny, or at least delay, paying a claim for the death benefit. Here are some possible circumstances when a death-benefit claim may be contested by the insurer.

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What Happens to My Property if I Die Without a Will?

Posted on Friday, March 10, 2017 by

If you die without a will, your property will generally pass according to state law (under the rules for intestate succession). When this happens, the state essentially makes a will for you.

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401(k) Withdrawals: Beware the Penalty Tax

Posted on Friday, March 10, 2017 by

Did you know that the Internal Revenue Code contains quite a few exceptions that allow you to take penalty-free withdrawals before age 59½?

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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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