Articles

Is Social Security Retirement a Part of Your Retirement Planning?

             According to SS Trustees 2016 Report, for 26 years between 1984 to 2009, the trust fund backing social security retirement benefits took in payroll contributions (tax) that were greater than the retirement benefit payments.

How Do Your Investments and Assets Affect Your Child’s College Financial Aid?

What assets are considered in the FAFSA (Free Application for Federal Student Aid)?

What is it? This FAFSA is used to determine if a student qualifies for federal or state financial money as well as if a student qualifies for tuition help from the college itself.

The FAFSA form is not easy to complete especially the first time.

When is the Right Time to Plan for "Tax Season?"

It’s never too early, but it can be too late.

This “Season” In Review

We tend to think of the season from January to April 15th each year as “tax season.” It is an important and busy time of year for most of us and, thankfully, another year of this “season” has come and gone.

Realities of Life Insurance: Annual Reviews and Real-Life Statistics

Key Questions: Have you reviewed your life insurance? Is your policy performing up to expectations?

Too often, I see insurance policies that have been in place for many years that the insured has not reviewed.

Converting an IRA to a ROTH IRA

What to Consider and What to Keep in Mind.

Income Planning: Medicare Premiums

    
     Now that tax returns for 2014 are filed, take one more look at the income
     to see how it affects Medicare premiums for those who are or will be eligible.      

"ABLE" Law Provides Big tax Benefits for Disabled

Attached to the tax extension laws that were passed at the end of 2014 by Congress was a bill to create a new tax preferred savings vehicle.   For those who are supporting individuals with disabilities, the “Achieving a Better Life Experience (ABLE) Act introduces a new type of tax advantaged savings account that is specifically designed to address some challenges faced by these

Why is an Annual Review Important?

Under the Microscope: The importance of examining your life insurance annually

Key Questions: Have you reviewed your life insurance? Is your policy performing up to expectations?

Too often, I see insurance policies that have been in place for many years that the insured has not reviewed.

Performance:

Are You Burying Your Head in the Sand Regarding Your Life Insurance?

From the desk of Keith Argo, CFP®, CLU, ChFC

What do you really want for your family? For your business? For yourself?

Do you know the “status of your flocks” as Abraham did in the Bible?

Make sure you know the following:

The amount of coverage is correct.

Baby Boomers: A Plan to Live our Hopes, Dreams and Goals

From the desk of Keith Argo, CFP®, CLU, ChFC

Key Questions: We are healthier and living longer… are our investments in the same great shape?

We are Not “Old”:

Meet the team

Have you met our team?

We have a wealth of experience in the financial services industry.

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