What are the tax credits and deductions relating to higher education? There are two education tax credits — the American Opportunity credit and the Lifetime Learning credit — that provide some relief to families in the midst of financing their children’s college education. There is also a federal income tax deduction for individuals who are […]


March 28, 2023

Education Tax Credits and Deductions


Automatic salary deferral enrollment. For plan years beginning after 2024, the Act provides that a plan that permits salary deferrals generally will not be treated as a qualified cash or deferred arrangement or annuity contract unless it includes an automatic contribution arrangement (EACA) that satisfies these requirements: Exceptions: Automatic enrollment is not required for SIMPLE […]

Secure 2.0

February 15, 2023

SECURE 2.0 Act: Key Retirement Plan Provisions


A real estate investment can be a fairly common transaction, such as the purchase of a primary residence, or it can be a complex commercial venture involving multiple investors and/or syndicates. When choosing a real estate investment, think carefully about your objectives for that investment. Your specific needs may suggest which form of real estate […]

Real Estate Investment, Uncategorized

January 21, 2023

Types of Real Estate Investments


estimated reading time 4 minutes 58 seconds Incapacity — it’s a scenario few of us wish to consider. But what would happen if you were mentally or physically unable to take care of yourself or your day-to-day affairs? You might not be able to make sound decisions about your health or finances. You could lose […]

Caring for Your Aging Parents

December 27, 2022

Planning for Incapacity


Estimated Read Time: 4 minutes You probably already know how important it is to plan for retirement, but where do you begin? One of your first steps is to estimate how much income you’ll need to fund your ideal retirement. But that’s not always as easy as it sounds because retirement planning is not an […]

Retirement Planning

November 21, 2022

Estimating Retirement Income


Estimated Read Time: 8 minutes The last thing any of us want to have to worry about this holiday season is another time-consuming task. However, year-end investment planning is one thing you can do now that will help set you up for financial success later on down the road. Not to mention, it will give […]

Year-End Planning

November 4, 2022

The Year-End Investment Planning Process


Estimated Read Time: 5 minutes If your employer offers life insurance as a benefit, most likely it will be in the form of group life insurance. Group life insurance provides insurance for you and your fellow employees through a contract that exists between your employer and the insurance company, making you a third-party beneficiary. This […]

Employer Benefits

October 21, 2022

Taking Full Advantage of Employer-Offered Life Insurance