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 more4 Tips for Creating Your Retirement Budget About 3-5 years before retirement, you should get a good handle on
Read moreHere is a link to an article worth reading from Rachel Ensign (Wall Street Journal Sunday writer) : http://online.wsj.com/article/SB10001424052702304743704577379843587402720.html?KEYWORDS=rachel+louise+ensign Rachel’s
Read moreSource for this case summary – The AICPA Journal of Accountancy The Tax Court held that payments made to an
Read moreThe MetLife Report on American Grandparents New Insights for a New Generation of Grandparents by Peter Francese Francese, LLC
Read moreCheck out this great new tool from The National Consumer Voice for navigating the long-term care system. Last month The
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