by John Augustin on Oct 18, 2021
by John Augustin on Oct 16, 2021
by John Augustin on Oct 13, 2021
For young families, the immediate cost of raising a child can be testing financially. Just when you thought you were in the clear from student loan repayments and your never-ending car lease, a hungry mouth appears with countless sleepless nights and a hefty price tag attached. But diapers, baby formula, and stuffed toys aren’t the only financial burdens parents should worry about.
by John Augustin on Oct 11, 2021
Almost any large nonprofit organization has a planned giving department that will guide you through the maze of giving options available. While planned giving can be very beneficial – and profitable for organizations, it’s also an effective way for you to realize significant tax benefits, have income provided, and be assured that the organization or charity that you’ve supported for years will continue to be provided for in the future.
by John Augustin on Oct 9, 2021
by John Augustin on Oct 6, 2021
Credit Management in the 21st Century
In today’s world, good credit is a necessity. Today, our credit score affects much more than our ability to buy a house or finance a car. Our credit score can also affect our insurance premium, our ability to rent an apartment, and even our ability to get a job.
by John Augustin on Oct 4, 2021
For years it was assumed that tax planning was reserved for the wealthy. While wealthy individuals will see the most benefit from tax planning, with big changes looming for the 2018 tax year, even middle-income earners can reap the benefits of tax planning.
by John Augustin on Oct 2, 2021
The Human Resources representative asked you to review a stack of paperwork before your new employee benefit orientation meeting. Understanding that this is your first of what research indicates will be about twelve jobs, you figure now would be a good time to learn what you can about Group Life Insurance.
by John Augustin on Sep 29, 2021
As college tuition continues to rise to unprecedented levels, student loan debt continues to rise as well. Between 1980 and 2016, tuition at public universities jumped 344 percent, while private universities saw tuition rise 241 percent.
by John Augustin on Sep 27, 2021
Started in 1996, 529 plans provide tax incentives for those saving for post-secondary education. The plan allows funds saved to be used at any eligible education institution, which typically includes colleges, universities, vocational schools or any post-secondary educational institute that is currently eligible to participate in U.S. Department of Education student aid programs. Operating much like at 401(k) or IRA, funds deposited into a 529 plan are not taxed, either by the federal government or the state in which the participant resides.