Secure Act 2023 (Setting Every Community Up for Retirement Enhancement)
David T. Mayes is a CERTIFIED FINANCIAL PLANNERTM professional and IRS Enrolled Three Bearings Fiduciary Advisors, Inc., a fee-only advisory firm
Read moreDavid T. Mayes is a CERTIFIED FINANCIAL PLANNERTM professional and IRS Enrolled Three Bearings Fiduciary Advisors, Inc., a fee-only advisory firm
Read moreTax Cut and Jobs Act Impact on Nonprofits It’s been 18 months since the Tax Cut and Jobs Act (TCJA)
Read moreIRA Required Minimum Distributions and Charitable Contributions If you’ve been contributing to a traditional IRA or other defined contribution plan,
Read moreAs parents age, money can be a sensitive issue. But if you notice your parent struggling to keep up with
Read moreCustodian vs. Guardian: What’s the Difference? When developing your will and estate plan, you’ll need to designate various fiduciary roles
Read more4 Tips for Creating Your Retirement Budget About 3-5 years before retirement, you should get a good handle on
Read moreTax filing season begins January 23, 2017 (for year 2016 tax returns) The regular due date is April 18, 2017
Read moreConfronting the limits of our own mortality… it is painful – Thomas Mierswa, Executive Director at Morgan Stanley The aging
Read moreTax credits estimated under Health Care Exchanges http://kff.org/health-reform/issue-brief/quantifying-tax-credits-for-people-now-buying-insurance-on-their-own/ The Henry J Kaiser Family Foundation published an issue brief estimating the
Read moreSee www.moranlong.com for additional insights and planning suggestions for health care and retirement. By: Mark J. Mazur, Assistant Secretary for
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