Category
2020 Contribution Limits
By Mark FisselPosted on December 3rd, 2019
The IRS has announced Cost-of-Living adjustments for contribution limits to 401(k)s and other qualified plans for 2020. Contributions to IRAs will remain the same. See […]
Learn MoreWhat are the new HRA options that will be available to employers in 2020?
By Mark FisselPosted on December 2nd, 2019
Health reimbursement arrangements (HRAs) are employer-sponsored accounts that help employees pay for health-care expenses on a tax-advantaged basis. An employer establishes HRA accounts on behalf […]
Learn MoreDo Gift Cards Expire?
By Mark FisselPosted on December 2nd, 2019
Gift cards are popular and convenient gifts (to give and receive) for many occasions. But is it possible for gift cards to expire before they’re […]
Learn MoreShould I sign up for an identity theft protection service?
By Mark FisselPosted on December 2nd, 2019
Unfortunately, data breaches are now normal, everyday occurrences in our society. As a result, many companies are offering services to help you protect your personal […]
Learn MoreHow to Give Like a Billionaire When You Don’t Have Billions to Give
By Mark FisselPosted on December 2nd, 2019
Since Bill and Melinda Gates and Warren Buffett created the Giving Pledge in 2010, more than 200 of the world’s wealthiest individuals and couples have […]
Learn MoreNovember 2019 Monthly Recap
By Mark FisselPosted on November 1st, 2019
Don’t Forget to Set Your Clocks Back! Daylight Savings Time ends this weekend, and it is time to “fall” back. Don’t forget to adjust your […]
Learn MoreWhat are Continuing Care Retirement Communities?
By Mark FisselPosted on October 29th, 2019
Continuing care retirement communities (CCRCs) are living arrangements that combine independent living, assisted living, and nursing home care on a single campus. CCRCs offer residents […]
Learn MoreTips for Managing Your Holiday Spending
By Mark FisselPosted on October 29th, 2019
Like almost everything else these days, the holidays have become a barrage of options and choices, with nearly limitless opportunities to overspend. Here are some […]
Learn MoreTen Year-End Tax Tips for 2019
By Mark FisselPosted on October 29th, 2019
Here are 10 things to consider as you weigh potential tax moves between now and the end of the year. 1. Set aside time to […]
Learn MoreThree Regrets of Retirees
By Mark FisselPosted on October 29th, 2019
A recent survey found that more than half of retirees have retirement planning regrets. Unfortunately, many of these retirees had to cut back on their […]
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