Posted on Tuesday, April 18, 2017 by Lou Trivisonno
What you do with a tax refund is up to you, but here are some ideas that may make your refund twice as valuable.
Posted on Thursday, April 13, 2017 by Robert Coode
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.
Posted on Wednesday, March 15, 2017 by Lou Trivisonno
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.
Posted on Tuesday, March 14, 2017 by Deborah R. Marino
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.
Posted on Friday, March 10, 2017 by Robert Coode
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.
Posted on Friday, March 10, 2017 by Bob Coode, CSA
Did you know that the Internal Revenue Code contains quite a few exceptions that allow you to take penalty-free withdrawals before age 59½?
Posted on Monday, February 13, 2017 by Robert Coode
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.
Posted on Sunday, February 12, 2017 by Bob Coode, CSA
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.