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Roth Conversion in 2021? - Apr. 01, 2021

Roth Conversion in 2021?In 2020, a year when all income brackets benefited from lower tax rates, the stock market took a nosedive at the beginning of the pandemic. For investors sharp enough to see the opportunity, this was an ideal time to convert a traditional IRA into a Roth IRA. When you conduct a Roth conversion, the assets […] read more

3 Best Ways to Save for College - Apr. 01, 2021

3 Best Ways to Save for CollegeWhat if you could save enough for your child to go to college debt-free? It might sound impossible, but with dedication, hard work, and careful planning, you can do just that. According to Dave Ramsey, American personal finance advisor, here are the top three tax-favored plans to get started. The Education Savings Account (ESA) Otherwise […] read more

Four Essential Questions You Should Ask Your Tax Professional This Season Related to COVID-19 - Mar. 01, 2021

Four Essential Questions You Should Ask Your Tax Professional This Season Related to COVID-19Good tax professionals ask the right questions to ensure they understand your situation and can help you to the best extent the law allows. Given the host of pandemic-related tax changes for 2020, it’s good to keep these four questions below in mind. If your tax preparer doesn’t ask these questions in your tax organizer […] read more

Some Businesses Rely on Line of Credit to Escape Damages Caused by Pandemic - Mar. 01, 2021

Some Businesses Rely on Line of Credit to Escape Damages Caused by PandemicAs businesses attempt to work their way through to a post-pandemic world, there are various means to bridge the financial gap. As recommended by the U.S. Small Business Administration (SBA), some companies can use a line of credit to reach international customers or opportunities outside the United States to make up for the damage COVID-19 […] read more

The Impact of COVID on Life Insurance - Mar. 01, 2021

The Impact of COVID on Life InsuranceIf someone you know died from COVID-19 and had an existing life insurance policy, there should be no problem receiving the death benefit. The terms of a life insurance contract cannot be changed after purchase, so anyone with a policy before the pandemic will continue to be covered as long as premiums are paid. However, […] read more