All posts tagged "Money Matters"
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MONEY MATTERS—New Tax Benefits to Help You Pay for Your Child’s K12 TuitionBy 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...
- Posted April 1, 2018
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MONEY MATTERS—The Risk ConundrumBy 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...
- Posted December 3, 2015
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MONEY MATTERS—LIVING SERVICES PROVIDES DAILY MONEY MANAGEMENT FOR SENIORSLIVING 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...
- Posted October 6, 2015
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MONEY MATTERS—Social Security Maximization—Say What?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...
- Posted June 30, 2015
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MONEY MATTERS—Making the Most of Your Social Security Benefits
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...
- Posted June 1, 2015