[column col=”1/4″] Weekly Quote “A hunch is creativity trying to tell you something.” –Frank Capra Weekly Tip Every two years, you should check to see if your retirement strategy needs adjusting in light of life events and changing goals. Weekly Riddle...
95% File JointlyNinety-five percent of married couples file joint federal tax returns. Filing jointly can be convenient. Frequently, there’s a financial advantage, but that does not mean it should be done without consideration.1Years ago, there was less incentive to...
[column col=”1/4″]Weekly Quote“Laughter is the closest distance between two people.” –Victor BorgeWeekly TipSome people moonlight for extra income, but getting that second job may just be a response to uncontrolled spending. Added income will not correct...
Can You Take an IRA Distribution in a Form Other than Cash?This may surprise you: you can take an IRA distribution in a form other than cash. This may seem unorthodox, but it can make financial sense for some older IRA owners as well as IRA heirs. An in-kind...
[column col=”1/4″] Weekly Quote “You gain strength, courage and confidence by every experience in which you really stop to look fear in the face.”” &endash;Eleanor Roosevelt Weekly Tip If you want to leave some of your IRA to your children, a Roth IRA...
Helping a Minor Save for College? If you want to save for college, you may wish to consider a UGMA or UTMA account. These custodial accounts are typically created by parents and other relatives who want to gift minors without having to set up a trust. Many parents and...
