Jeff Stinson, in conjunction with Moldt Financial, is offering a free seminar on July 18, 2018 at 6:00 PM at the Clubhouse of Vandalia by Del Webb, 5266 John Quincy Adams Court, Plainfield, Indiana. Plan to attend this free presentation where Jeff will discuss such “need-to-know” estate planning topics as: The importance of Wills, Trusts, […]
read moreThe federal government has begun mailing new Medicare cards to 59 million Americans. You should keep track of when your new card will arrive and contact Medicare if you don’t receive it. As we previously reported, to prevent fraud and fight identity theft, the federal government is issuing new cards to all Medicare beneficiaries that […]
read moreJohn Oliver recently highlighted problems with the guardianship system on his HBO show, Last Week Tonight with John Oliver. The comedian provided a scary and funny explanation of how guardianship works, ending with a public service announcement by William Shatner, Lily Tomlin and others explaining steps you can take to avoid the guardianship. The show […]
read moreIs my inheritance subject to tax? For most of our clients, the answer to this question is generally “no.” However, it is helpful to know the potential forms of taxation when assets are transferred from the decedent to a beneficiary to better understand why this is the case. Estate Tax An estate tax is a […]
read moreFiguring out how much to save for retirement and when you can safely stop working can be difficult. A growing number of online retirement calculators, many of them free, are available to help. Although these calculators can yield vastly different results, they can still be useful tools. Based on information about you and your finances, […]
read moreNew rules have been put in place to protect seniors with brokerage accounts from financial scams that could drain the accounts before anyone notices. As the population ages, elder financial abuse is a mounting problem. Vulnerable seniors can become victims of scammers who convince them to empty their investment accounts. According to the Financial Industry Regulatory […]
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