Miscellaneous

Recently, the Treasury Department announced inflation-adusted contribution limits for retirement accounts for 2015. The good news is that contributions were increased for 401(k), SEP-IRA and [...]

With student loan defaults at historic highs, students and their parents need to understand the ramifications of defaulting on a student loan. Parents need to think carefully about co-signing for [...]

By Steve Barlotta, CPA I think it’s safe to say that no one ever wants to hear from the Internal Revenue Service. Playing on those fears, scammers posing as IRS agents are calling [...]

Did you start the beginning of the year by making smart resolutions to get your finances in order in the coming months? Now that the year is half over, it’s a good time to review how you’re [...]

By Steve Barlotta, CPA Once again the Obama administration has issued new provisions to its healthcare law. And being consistent with past revisions to this law, the move was buried in hundreds [...]

Charles Schwab surveyed 998 people to uncover their biggest money misconceptions. More than half of those surveyed described themselves as savvy when it comes to their personal finances, but a [...]

In what is becoming a common occurrence, President Obama has made another change to his Affordable Care Act. His administration announced last week that most employers won’t face a fine [...]

Starting in 2014, individuals who fail to maintain minimum essential health care coverage for themselves and their dependents will be fined. However, it seems that this penalty lacks teeth. [...]

A tough economy, lagging job market and burdensome student loan debt have created an environment where once-empty nests are no longer all that empty. Parents who find themselves caring for their [...]

By Steve Barlotta, CPA A 529 Plan can be a great option for saving for a child’s college education. Contributions to these plans are allowed to grow tax-deferred, and withdrawn tax-free if [...]