by mcl | Apr 1, 2018 | Columns, Money Matters, Practical Living
By Lynn Fitch New Tax Benefits to Help You Pay for Your Child’s K12 Tuition Good news! A little-noticed provision in the Tax Cuts and Jobs Act signed by President Trump in December can help you stretch your dollar a little further when you pay for your...
by mcl | Dec 3, 2015 | Columns, Money Matters, Practical Living
By Randy Mascagni, MBA, CFP It’s the same old dilemma. Take too much risk with your investments in the hope of higher earnings and you could wind up with less money than you had when you started out. Take too little risk and you might not reach your investing goals....
by mcl | Oct 6, 2015 | Columns, Money Matters, Practical Living
LIVING SERVICES PROVIDES DAILY MONEY MANAGEMENT FOR SENIORS MCL: How did Living Services begin? Sonya Rohrman: Living Services began in my home in 1987. I was working for an accounting firm, and I had been praying for God to lead me into an area of ministry...
by mcl | Jun 30, 2015 | Columns, Money Matters, Practical Living
By SCOTT T. MARSHALL, CPA, CFP® About two years ago, I had a financial planning review meeting with clients who were married. They both had long work histories with good incomes (i.e. they had more than paid their fair share into the social security system). He was 66...
by mcl | Jun 1, 2015 | Columns, Money Matters, Practical Living
By MICHAEL P. DENNY, CPA, CFP Recently, I read an article that stated most couples spend more time planning their next vacation than they spend planning how to take their Social Security benefits. As that fact began to sink in it became alarming to me,...
by mcl | Apr 12, 2015 | Columns, Money Matters, Practical Living
By Jonathan M. Davis, AIF® “A man is never more on trial than in the moment of excessive good fortune.” I’ll credit “Ben-Hur” author, Lew Wallace, with that statement. Regardless of our exact station in life or size of our bank account, the Bible instructs us to be...
