Category
College Saving: How Does a 529 Plan Compare to a Roth IRA?
By Mark FisselPosted on March 1st, 2018
529 plans were created 22 years ago, in 1996, to give people a tax-advantaged way to save for college. Roth IRAs were created a year […]
Learn MoreBusiness Owners: Should You Consider a Wellness Program for Your Employees?
By Mark FisselPosted on February 22nd, 2018
Are employer wellness programs worth the investment? A review of some of the key studies examining the topic seems to indicate that such programs may […]
Learn MoreSettling an Estate: Executors Inherit Important Title
By Mark FisselPosted on February 21st, 2018
Being named as the executor of a family member’s estate is generally an honor. It means that person has been chosen to handle the financial […]
Learn MoreFour Tips for Downsizing in Retirement
By Mark FisselPosted on February 21st, 2018
Going through years of accumulated possessions and memories is probably not how you envisioned spending part of your retirement. It may sound like a daunting […]
Learn MoreDue Date Approaches for 2017 Federal Income Tax Returns
By Mark FisselPosted on February 21st, 2018
Tax filing season is here again. If you haven’t done so already, you’ll want to start pulling things together — that includes getting your hands […]
Learn MoreDeducting 2017 Property Losses from Your Taxes
By Mark FisselPosted on January 31st, 2018
Hurricanes, wildfires, tornadoes, floods, earthquakes, winter storms, and other events often cause widespread damage to homes and other types of property. If you’ve suffered property […]
Learn MoreIs a nursing home the only option for long-term care?
By Mark FisselPosted on January 31st, 2018
If you or a loved one needs long-term care, other choices besides nursing home care may be available. Here are some of the other options. […]
Learn MoreWhy is it important to factor inflation into retirement planning?
By Mark FisselPosted on January 31st, 2018
Inflation is one of the key factors you will need to consider when planning for retirement. Not only will the cost of living rise while […]
Learn MoreDon’t Wait to Ask Aging Parents These Important Questions
By Mark FisselPosted on January 31st, 2018
It’s human nature to put off complicated or emotionally heavy tasks. Talking with aging parents about their finances, health, and overall well-being falls into this […]
Learn MoreKey Retirement and Tax Numbers for 2018
By Mark FisselPosted on January 2nd, 2018
Each year, the Internal Revenue Service announces cost-of-living adjustments that affect contribution limits for retirement plans, thresholds for deductions and credits, and standard deduction and […]
Learn More