Mortgage and Home Equity Loan Interest Deductions Under the Tax Cuts and Jobs Act
With its passage in December 2017, the Tax Cuts and Jobs Act (TCJA) changed the deductions for interest on mortgage and home equity loans. On February 21, 2018, the Internal Revenue Service (IRS) provided clarification
ABLE Accounts: Frequently Asked Questions
ABLE accounts, also known as 529A or 529 ABLE accounts, were established as part of the Achieving a Better Life Experience Act of 2014. This act created these tax-advantaged accounts for people with disabilities under
Year-End Financial Planning Checklist
As 2017 draws to a close, it’s time to begin organizing your finances for the new year. To help you get started, we’ve put together a list of key planning topics to consider. Savings and
Which College Savings Plan Is Right for You?
The cost of college is steadily rising, and student loan debt has reached crisis status. What does this mean for you? It is more important than ever to commit to saving for the education expenses
Should You Pay Off Your Mortgage?
After years of dutiful payments, you find yourself in the enviable position of having enough accumulated savings or discretionary income that you could aggressively pay down—or completely pay off—your mortgage. But should you? Are there
Is the Cloud Secure Enough for Me?
Have you ever used Dropbox or Box.com? How about web-based mail, like Gmail, Yahoo! Mail, or Hotmail? If you consider that all of these are clouds—as are most Google apps—it’s hard to find an Internet
Medicare Basics You Need to Know
The concept of Medicare can be murky for soon-to-be retirees. If you learn basic enrollment guidelines and some of the nuances of various Medicare plans, you’ll be empowered with the knowledge you need to make
The Family Conversation: Addressing Your Health Care Needs in Retirement
Maybe you and your family have already attempted to have “the conversation.” You know the one: the discussion about your and your spouse’s assets and what will be done with those assets during the rest
What We Learned from the WannaCry Ransomware Attack
If you’ve checked the news in the past month, you’ve likely heard of the WannaCry ransomware attack, one of the most widespread cyber attacks to date. Security experts estimate that more than 200,000 users have been