Category Archives: Financial Services

You Can Avoid Common Medicare Part B Mistakes—Here’s How

Posted on Thursday, April 20, 2017 by

Applying for and utilizing Medicare Part B insurance can be confusing. If you utilize Medicare Part B insurance, you shouldn’t pay a penny more than you need to when you enroll in Medicare coverage.

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Four Ways to Double the Power of Your Tax Refund

Posted on Tuesday, April 18, 2017 by

What you do with a tax refund is up to you, but here are some ideas that may make your refund twice as valuable.

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Spring Cleaning Your Finances

Posted on Thursday, April 13, 2017 by

While most spring cleaning projects are likely focused on your home, you could take this time to evaluate and clean up your personal finances as well.

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Converting Retirement Savings to Retirement Income

Posted on Friday, April 7, 2017 by

You’ve been saving diligently for years, and now it’s time to think about how to convert the money in your traditional 401(k)s (or similar workplace savings plans) into retirement income. But hold on, not so fast. You may need to take a few steps first.

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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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