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May 20, 2019

Everyone loves paying their insurance premiums, right? Sort of like going to the dentist.

I dislike those invoices from the health, life, disability protection, auto, home and long-term care plans as much as anyone. And I am an independent insurance and investment agency owner, soon beginning my…


A closer look at myths surrounding 529 plans

May 13, 2019

If you want to help pay for your children’s college educations, you might want to consider contributing to a 529 plan.

With this plan, your earnings grow federally tax-free as long as the withdrawals are used for qualified higher education expenses such as tuition and room and board. Yet, you…


Social media a great tool for small businesses

May 06, 2019

More than 3 billion people use social media monthly, according to recent reports.

So if you’re not leveraging this massive audience for your business, you could be missing out on growth opportunities. Here are eight options to consider, in no particular order.

LinkedIn is a social network…


Qualified charitable distributions from IRAs have tax benefits

April 29, 2019

As the owner of a traditional IRA, you are likely aware that you are obligated to make required minimum distributions (RMDs) once you reach age 70½.

However, you may not have been aware that the RMD can be taken in the form of a qualified charitable distribution, where a qualified charity…