By: Lynda Tull, Associate Advisor Medicare is confusing. The main Medicare coverages are Medicare Part A, Medicare Part B, and Medicare Part D. On top of that, there are also optional Medicare supplement and advantage plans. To make things more confusing, you could get stuck with a late enrollment penalty for all your main [...]
Equifax Breach Settlement: Additional Compensation Details Written By: Lynda Tull, Associate Advisor So you are thinking about or have submitted a claim for alternative reimbursement compensation instead of taking the free credit monitoring services. Below is some additional information on the claims for additional cash compensation. Note that in order to have an eligible claim [...]
Written By: Lynda Tull, Associate Advisor Were you one of the 147 million people affected by the Equifax data breach that happened in September 2017? If so, you may be eligible for some form of compensation. On Monday, July 22nd, the Federal Trade Commission ruled that Equifax will have to pay up to $700 [...]
MAKING SENSE OF ITEMIZED DEDUCTIONS UNDER THE NEW TAX LAW Lynda Tull, Associate Advisor If you’re a homeowner and you’re above the standard deduction, chances are you or your tax preparer have itemized your deductions. These deductions include, but are not limited to: Home mortgage interest payments City/state/school property taxes Personal property taxes State income [...]
What do these changes mean for you and your retirement savings plan? Lynda Tull, Associate Advisor The IRS has announced new contribution limits for retirement savings accounts which include 401K, 403B, and most 456 plans. Changes to income limits for IRA contribution deductibility and new contribution limits for Health Savings Accounts (HSAs) have also been [...]
