Beneficiary Designation
Review beneficiary designations on insurance policies, pension plan and bank accounts to be sure that they are still in line with your wishes and estate plan.
Helping Elders With Their Finances
Senior Finances Every day, you provide money management services for your clients. They depend on you to help with paying bills, filing and tracking health insurance claims, and preparing budgets. In the senior market your client may be the senior directly or via adult children. If adult children are in the mix initially or later […]
Misclassified as Independent Contractors
In 2007 were you an employee whose employer paid you as an independent contractor? Employees usually receive a Form W-2 while independent contractors usually receive a Form 1099-MISC. Generally, a worker who received a Form 1099 for services provided as an independent contractor must report the income on Schedule C and pay self-employment tax on […]