Retirement
Avoid these 7 Retirement Traps
You have saved and invested for decades, and now you are preparing for retirement, or maybe you have already left your job. While the idea
Skip Fleming, CFP® April 10, 2021
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Disability Advocates Applaud Landmark COVID-19 Relief Bill
In stark contrast to previous COVID-19 relief bills, the $1.9 trillion American Rescue Plan, signed into law by President Biden on March 11, 2021, contains numerous provisions specifically aimed at supporting people with disabilities.
David Fulton April 7, 2021
An ABLE Account Could Be a Great Place for Your $1,400 Relief Payment
Recipients with disabilities who rely on government benefits may want to consider putting some or all of the $1,400 relief money into an ABLE account.
David Fulton April 7, 2021
Social Security
Social Security: Why are these 7 Ages like a Retirement Numbers Game?
When preparing for your retirement, think about how much income you may need each year to fund the lifestyle you want. To help maintain your
Skip Fleming, CFP® April 5, 2021
Financial Planning
Regular Reviews with these 6 Steps to Build Your Financial Foundation
Annual financial reviews are important for keeping your plan on track. Today, unlike previous generations, you have so many investment options and access to an
Skip Fleming, CFP® April 5, 2021
Retirement
Is Your Retirement-Ship Stuck in the Suez Canal?
A list of must-dos for 40 and 50-year-old captains that have run aground On March 23rd, the massive, skyscraper-sized container ship named the Ever
David Fulton April 1, 2021
Tax
IRS Provides Needed Flexibility for Health FSA
New guidelines to employee benefit plans for 2020 and 2021 On February 18, 2021, the Internal Revenue Service announced greater flexibility to employee benefit
David Fulton April 1, 2021
Tax
Tax Day for Individuals is Extended to May 17th
While Tax Day has been extended, you should ask yourself whether there is any real benefit to waiting to file your taxes The U.S.
David Fulton April 1, 2021
Estate Planning
4 Questions to Help you Choose the RIGHT Professional Trustee
Not every potential trustee provides the best services for trusts designed for children with special needs. Here are some questions to ask while searching for the right one for your new trust.
David Fulton March 15, 2021
Special Needs
What Is a Special Needs Trust?
A special needs trust can allow individuals with special needs to preserve assets that will enhance their quality of life while allowing them to remain eligible for needs-based public benefits like Medicaid and SSI.
David Fulton March 14, 2021
