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2504, 2017

Financial Planning Issues for New Parents Part 2

Insurance, Planning|

As you prepare for life with your new child, it's time to prepare a new financial plan for your family or make any necessary changes to your existing plan. You'll want to consider how your baby will affect your budget, make sure you have adequate insurance, protect your child's future with a well-thought-out estate plan, and determine how having a [...]

2104, 2017

Inheritance Gone Wrong

Podcasts, Taxes|

You may be concerned about running out of money in retirement, but have you given any thought about what to do with the excess? Tune in as Financial Consultant Denise Appleby shares shocking stories of tax disasters that occurred when IRA beneficiaries weren’t properly designated, or when beneficiaries collected the funds without proper advice. [...]

1804, 2017

Can I refinance my student loans?

College, Debt, Loans|

No, you can't refinance student loans. However, if you have multiple federal student loans, federal consolidation of your loans may make your debt more manageable. To be eligible for federal loan consolidation, you must have at least one federal student loan in grace, repayment, deferment, or default status. Once you consolidate your loans, you will have a single lender--the U.S. [...]

1404, 2017

No Necktie Needed

Finance, Podcasts, Women|

When you think of a financial advisor do you picture a man? Meet Juli McNeely, Financial Professional and former President of the National Association of Insurance and Financial Advisors. In her new book and on this episode “No Necktie Needed” she tells the story of how she thrived in a male-dominated industry, and how she’s inspiring her fellow advisors to [...]

1104, 2017

High-Income Individuals Face New Medicare-Related Taxes

Insurance, Planning|

The health-care reform legislation enacted in 2010 included new Medicare-related taxes that first took effect in 2013. These new taxes target high-income individuals and families. Here are the basics: Additional Medicare payroll tax If you receive a paycheck, you probably have some familiarity with the Federal Insurance Contributions Act (FICA) employment tax; at the very least, you've probably seen the [...]

704, 2017

Top 10 Tech Tips to Stay Safe

Creative, Podcasts|

When just one click of a button can make you a victim of cyber-crime, how do you stay safe in a world dominated by computers and technology? IT expert Brad Otto shares insider secrets on how to avoid cyber-crime so you can protect your devices and digital valuables. Tune in for some great tips and discounts, too! [...]

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