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Jun 15, 2019
1 min

Will I Have To Pay Tax On The Sale Of My Investment?

Calculating the tax impact of selling an investment can sometimes be complicated.

Jun 14, 2019
1 min

AT&T - T

AT&T may own more than you think. Aside from a wireless carrier, they also own DirecTV and WarnerMedia - which includes HBO, CNN, and TNT.

Jun 14, 2019
1 min

CVS Health Corporation - CVS

CVS Health Corp is a company that probably doesn't need much of an introduction. They are one of the largest pharmacy chains with over 9,000

May 15, 2019
1 min

Getting Married Financial Checklist

This checklist covers 28 of the most important planning issues to identify and consider when you are getting married (or remarried). It’s...

May 15, 2019
1 min

Financial Things to Consider After Parent Passes Away

This checklist covers 26 of the most important planning issues to identify and consider after a parent passes away. It’s structured as fo...

May 15, 2019
1 min

Financial Issues To Consider During Divorce

This checklist covers 26 of the most important planning issues to identify and consider when going through a divorce.

May 12, 2019
1 min

Liberated Syndication

Libsyn is a podcast service provider offering all-in-one hosting and distribution tools. We initially came to light of Liberated Syndicat...

May 1, 2019
1 min

Am I Eligible for Social Security Benefits as a Surviving Spouse?

Social Security is one of the more complicated decisions that an individual must consider. There are a multitude of rules that can have a...

May 1, 2019
1 min

Important Personal Finance Numbers

There are lots of important numbers that you need to keep in mind. In some cases, those numbers are annual limits and change each year. ...

Apr 18, 2019
1 min

Will I Have To Change Healthcare Coverage As I Transition Into Retirement?

There are a lot of moving parts when it comes to deciding what health insurance is most appropriate for someone about to retire. This is ...

Apr 18, 2019
1 min

Will I Receive a Step-Up in Basis for Inherited Property?

In most cases, there is at least some kind of step-up in basis when property is inherited. But there are a few exceptions and some subtle...

Mar 16, 2019
1 min

Things to Consider Before I Retire

This checklist covers 32 of the most important things to consider for someone who is about to retire. Updated 3/15/2019

Mar 15, 2019
1 min

Checklist for Updating Your Estate Plan

A list of issues to consider before updating your estate plan. This checklist covers 18 of the most important planning issues to consider...

Mar 15, 2019
2 min

Allegiant Air - ALGT

Allegiant Air is a travel company that operates a low-cost passenger airline using smaller airports where there is little or no competition.

Feb 16, 2019
1 min

Things To Consider If Spouse Has Been Diagnosed With A Terminal Illness

This checklist covers 28 of the most important issues to identify and consider for someone whose spouse has been diagnosed with a termina...

Feb 16, 2019
1 min

Things to Consider When Spouse Passes Away

This checklist covers 29 of the most important issues to identify and consider if your spouse has recently passed away. Updated 2/15/2019

Jan 15, 2019
1 min

Will I Avoid the Social Security Windfall Elimination Provision?

Individuals who expect to receive a Social Security benefit and a government pension may see their Social Security benefit reduced due to...

Jan 15, 2019
1 min

Will I Avoid Social Security's Government Pension Offset?

Individuals who are receiving a government pension and a Social Security spousal, widow or widower’s benefit based on their spouse or ex-...

Jan 15, 2019
1 min

Will A Distribution From My Roth IRA Be Tax And Penalty Free?

Some individuals may have unique circumstances that could result in a distribution from a Roth IRA being taxed or penalized. Many of thes...

Jan 15, 2019
1 min

Will A Distribution From My Traditional IRA Be Penalty Free?

Some individuals may have unique circumstances that result in a possible impact on the taxes (and penalties) that must be paid if a distr...

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