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RETIREMENT ACCOUNT LOANS--Should you use them?
The list is long--kids in college, a move to a newer house or a remodel of the current one, family members to support, and vacations to be taken before ... read more >
OUR THOUGHTS ON:
SD Medallion Services
Financial Wellness Check-up: Ten Steps to Financial Health
Just as you visit your primary care physician for an annual checkup or have your car inspected annually, it's as important to review your financial ... read more >
The Florida Electronic Wills Act
Anyone who hasn’t lived on a deserted island for the past two decades has surely observed how the digital age has transformed nearly every aspect ... read more >
DISC Commissions not subject to IRS Recharacterization
On February16th, the Sixth Circuit Court of Appeals reversed the Tax Court Summa Holding, Inc. (Summa) decision which disallowed the payment of commissions ... read more >
Ensuring Marital Bliss Through Social Security Compliance
Over the past year, I, along with a number of other Schneider Downs employees, took the big plunge. That is, we got married! After a hectic year of planning, ... read more >
A Story for 8,000 Days
How would you spend 8,000 days? Joseph F. Coughlin, Ph.D., the founder and director of the MIT AgeLab, has reframed the understanding of our lifespan by ... read more >
The Science of Gifting
If you are age 70½ the federal government has given you a permanent gift with new legislation that may give you a break on your income tax. At that ... read more >
The Growth of Workplace Financial Wellness Programs
Most of us are familiar with employee wellness plans offered by employers in conjunction with medical insurance. These plans may offer education about ... read more >
What Do You Do When You Can't Pay the IRS?
There may come a day when a client, friend, or family member asks you what they can do when they owe the IRS and just can’t pay. You’ll want ... read more >
Bonne Année! Financial Resolutions for the New Year
Do you have a new year’s resolution? I have several, including learning French. I have downloaded Duolingo, a cool little app created by the prodigies ... read more >
