01/02/2024
Prescription coverage is handled under Medicare Part D. Unsure if you need this coverage? Read on to learn more:
Prescription Drug Benefits Under Medicare (Part D)
Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage
12/28/2023
Discover the YOLO Economy and why Millennials are prioritizing experiences over material things in this thought-provoking article.
How Boomers and Millennials Differ
The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.
12/26/2023
Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car?
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
12/21/2023
Supplementing your Medicare insurance doesn’t have to be confusing. Depending on your situation, you have a variety of options to choose from. Read more here:
Ways to Supplement Your Medicare Coverage
There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.
12/19/2023
Your home mortgage interest may be deductible. Do you itemize your deductions?
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
12/14/2023
Marginal tax bracket and holding period affect capital gains taxes. Learn more.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
12/12/2023
Here are a few key factors to consider when naming an executor for your estate.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
12/08/2023
The fears that dragged on the stock market since August evaporated in November as fresh inflation data reaffirmed continuing progress in the fight against rising prices.
Monthly Market Insights | December 2023
The Dow Jones Industrial Average gained 8.77 percent, while the Standard & Poor’s 500 Index advanced 8.92 percent. The Nasdaq Composite, which has led all year, picked up 10.70 percent.1
12/07/2023
When considering a record keeping system for your business, you need to ask yourself some very important questions
Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
11/30/2023
What's better—a 30-year or 15-year fixed-rate home mortgage? The answer may surprise you.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.