April 1, 2020

CARES Act – Student Loan Forgiveness

There has been some confusion as to what affect the CARES Act has on Federal student loans. Prior to the CARES Act, the president announced a […]
March 27, 2020

CARES Act – The Federal Coronavirus Economic Relief Plan

On March 27, 2020, the Coronavirus Aid, Relief, and Economic Security Act (CARES Act) was signed into law in an effort to stimulate our weakened economy […]
September 9, 2019

Who Can Deduct Student Loan Interest?

Are you wondering who can deduct student loan interest on their taxes, the student or the parents? We know that it can be confusing!  The answer […]
May 16, 2019

Social Security & Retirement

Social Security & Retirement Do you need help making decisions for your Social Security & Retirement? Scroll to check out these tips from Chad Zagel at […]
March 22, 2017

Do You Owe Self-Employment Tax?

Did you work as a sole proprietor or independent contractor in 2016? If you earned more than $400 during 2016 from the work you did, you […]
November 19, 2014
Uniform Lifetime Table

Required Minimum Distributions Rules

– contributed by Chad Zagel, AAMS®, Financial Advisor, Edward Jones A required minimum distribution (RMD) is the amount that traditional, SEP and SIMPLE IRA owners and qualified plan […]
November 19, 2014
RMD Options

Required Minimum Distributions Options

– contributed by Chad Zagel, AAMS®, Financial Advisor, Edward Jones When it comes to required minimum distributions (RMDs), you have options other than just spending the money. If […]
June 23, 2014

Tax Rules for Selling Online!

Selling items on eBay and other online auction Web sites has become a very popular way to get rid of unwanted household stuff, as well as […]
December 15, 2013

Not Sure How the Health Care Reform Will Impact You and Your Family?

Click Here to estimate your potential health insurance premiums and premium assistance when purchasing your insurance through the health insurance exchange.