Get expert financial, insurance and tax advice you can trust
Recent Expert Financial Advice
There actually is a special accounting method for farmers which may be of use to you. It is refered to...
The status of tax filing can be typically tracked from the tax software that you or your CPA/Tax professional has...
Pros: As part of a strategy the single premium immediate annuity can be used for the guaranteed part of a...
If you can demonstrate that the expenses will have a future benefit (as opposed to just an immediate benefit), you...
Tax Preparers are held to a high standard to perform their fiduciary duty to represent the client’s tax return, and...
Although both George and Lee both offer different takes on the qualification level of the CFP, it is important to...
529 plans are great vehicles to fund higher education the alternative is the coverdale but as it does have its...
In your policy you have a coverage called Guest Family Medical, which usually the limited are preset to 1000.00 but...
Typically you will want to go with a fixed rate in this environment regardless of the value of any ARM...
The department of labor audited more than 3100 qualified retirement plans in the last two years. the DOL found that...
A charitable remainder trust enjoys several tax advantages, but is also subject to several restrictions.Income Tax Charitable DeductionThe donor receives...
There are many ways to look at this. For clients that have required minimum distributions (RMD’s) this is an effect...
You may look at your 2010 return by requesting a copy of your tax transcript from the IRS. Additionally, you...
Your tax record should always be ready. update them daily, weekly and monthly. Keep an accurate records of all the...
The good news is that the Internal Revenue Service generally doesn’t consider the transfer of assets between divorcing spouses a...
I’m 33 years old. I do have a spouse and four children. That was a huge motivator for me to...
You will probably need to call if you really want to check. Here’s a useful link from FINRA. http://apps.finra.org/DataDirectory/1/prodesignations.aspx
The U.S. Treasury has an easy to use savings bond calculator on their website. Follow the link below:
http://www.savingsbonds.gov/BC/SBCPrice
As a financial advisor, the best way for us to help you is to really get to know you as...
An insurance company totals a car if repairs would cost more than it is worth. An insurance company will use...
Popular Financial, Insurance and Tax Topics
Most Active Financial Professionals
