Written material is meant for general illustration and/or informational purposes only and it is not to be construed as tax, legal, or investment advice. Although the information has been gathered from sources believed to be reliable, please note that individual situations can vary, therefore, the information should be relied upon when coordinated with individual professional advice.
Dec. 1, 2017
An important part of establishing an IRA, 401(k), 403(b) or other qualified plan is naming a beneficiary. On the positive side, this helps ensure that upon your death, any remaining account balance will transfer directly to your heirs without going...
Nov. 3, 2017
For many successful entrepreneurs, it can be difficult to tell where their business ends and their personal lives begin. These driven professionals spend almost every waking moment (and sometimes even sleeping ones) thinking about the how to take...
Oct. 2, 2017Article
Back in May, an angry constituent asked Congressman Raul Labrador, an Idaho Republican, why he had voted for the House health care bill, which the constituent claimed would cause people to die for lack of Medicaid funding. The Freedom Caucus member...
Sep. 5, 2017Article
Whether you owe money for credit cards, personal loans, or student loans, making it a priority to pay off debt can save you big bucks. In fact, paying debt off early can save thousands of dollars.
As we are more than half way into the year, it’s...
Aug. 1, 2017Article
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Section 529 of the tax code established two types of higher education investment plans that receive preferential tax treatment. The 529 college savings plan allows assets in the account to grow and withdrawals for college expenses to be made tax...