December 7, 2020

Don’t Fall Behind in Saving for Retirement

Some folks have been tapping or suspending their retirement savings to make ends meet during this COVID-19 pandemic, and although understandable, it is important that they continue […]
November 11, 2020

10 Tips for Better Budgeting

If you already have a budget, it’s probably been difficult for you to stick with it for the last several months. Unless you provide products and/or […]
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 […]