10 Scams that Target the Elderly
As our loved ones age, it is important to be aware of scams that are targeting the elderly population. Being aware of these scams can help prevent you and people you know from falling for them.
Author: Alyssa Dalbey
Posts by Alyssa Dalbey
Self-Employed Health Insurance Deduction
If you’re one of the millions of self-employed people who pay for their own health insurance for themselves and their families, you may be entitled to a special tax deduction.
Bond Prices and Interest Rates
It is important to understand how a rising-rate environment impacts bond prices. A principle of finance is that when interest rates go up, bond prices go down.
An Introvert’s Guide to Surviving the Holidays
‘Twas the night before Christmas and all through the house, not a creature was stirring… it was an introvert’s dream come true. Introverts, or those with introverted tendencies, tend to get their energy from spending time alone. This blog post is intended to provide introverts with a few tips to stay energized through the holiday season.
Tax-Free Distributions from HSAs
A Health Savings Account (HSA) is a tax-advantaged medical savings account available to individuals who are enrolled in high-deductible health plans. Learn about these tax-free HSA distributions.
The Importance of IRA Beneficiaries
Individual Retirement Accounts (IRAs) are a key part in estate planning. Upon your passing, your IRA(s) will be distributed according to the beneficiary designations, even if your will and/or trust(s) instruct assets to be transferred differently. You identify your primary and contingent beneficiaries upon opening your IRA — but how often do you review them?