It is always a good time to think about the value and importance of insuring yourself.
TUESDAY TIP
A CAREGIVER’S FINANCIAL RESPONSIBILITIES
A labor of love may come to involve money issues. Providing eldercare to a parent, grandparent or relative is one of the noblest things you can do. It is a great responsibility, and over time it may also lead you and your family to reflect on some financial responsibilities.
401(k) Plan Sponsors Can’t Ignore Fiduciary Duty
Inattention may open the door to liability & severe penalties. Do your employees have a company retirement plan? If they do, then you have a fiduciary responsibility to them. Ignoring it to any degree could really cost you.
Don’t Miss the Match
Are you taking full advantage of your company’s 401(k)? The 401(k) plan is one of the most widely-utilized wealth creation tools offered Americans.
TUESDAY TIP
2017 Retirement Plan Contribution Limits
Each October, the Internal Revenue Service announces changes to annual contribution limits for IRAs and workplace retirement plans. Are any of these limits rising for 2017? Will IRA contribution limits go up?
FEEL-GOOD FRIDAY
Lindsey took the internet by storm a few years ago and everything she does is absolutely fantastic!
Happy Friday and have a great weekend!
THE FINE ART OF FLEXIBLE ESTATE PLANNING
Estate planning professionals often contend with ambiguities. A plan may need to be modified in the future when some development in family life occurs – and there are some estate planning tools that may help to provide that kind of flexibility.
THE U.S. SAVINGS BOND TAX TRAP
Did you buy U.S. Savings Bonds decades ago? Or did your parents or grandparents purchase some for you? If so, take a look at them before April 15 rolls around. Your bonds may have matured. That means they are no longer earning interest, and it also means you need to cash them in.