IT'S ALL ABOUT MONEY MANAGEMENT
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When a Minor is a Beneficiary
July 2015 - If you fail to appoint a trustee or a property guardian for a minor through your will or living trust, then you leave it open to the courts to decide who that trustee or guardian may be.
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The Psychology of Saving
June 2015 - How many households have the right outlook to build wealth? It may depend not only on cash flow, but also on psychology. Saving can become a commitment, not a chore—and chores are often postponed.
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Will Baby Boomers Ever Truly Retire?
May 2015 - A majority of boomers expect to work in their sixties and seventies, and that expectation may reflect their desire for engagement rather than any economic desperation. Here are tips to note.
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Will You Have to Pay Back Health Insurance Credits?
April 2015 - If you received a 2014 health insurance subsidy, you may have to pay a percentage back. Two new federal forms will help you find out. Or you might claim a Premium Tax Credit and get a refund.
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Avoiding the Common 1040 Mistakes
March 2015 - No one wants to delay their federal tax refund, so filling out your 1040 form correctly is essential. Don’t make these common mistakes—little slip-ups that aggravate both the IRS and the taxpayer.
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Why Financial Planning is Important
February 2015 - “Failing to plan is planning to fail.” To avoid becoming overwhelmed with financial planning, try taking it one step at a time, starting with the basics.
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Changes in the Retirement Benefits Landscape
January 2015 - A rundown of the big and little alterations coming next year (2015). 2015 will bring COLAs, changes, & something new. Each year, the retirement benefits landscape looks a
little different.
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Economic Forecaster Expects More of the Same in 2015
December 2014 - Second and third quarter GDP growth has led to optimism, but Rajeev Dhawan of the Economic Forecasting Center at GSU's J. Mack Robinson College of Business is expecting much of the same until 2016.
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10 Things About Obamacare in Georgia
November 2014 - If you don’t have health insurance or if your insurance company requires you to change plans, here are some key items to be aware of during open enrollment (from 11/15/14 - 2/15/15).
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Medicare Enrollment Options for 2014-15
October 2014 - Key Medicare enrollment periods are approaching. This fall and winter, there are three periods in which Medicare beneficiaries can either enroll or disenroll in forms of coverage.