office

Surviving Open Enrollment: How to Make the Best Choices for Your Family
It's time again for open enrollment - the once-a-year opportunity for employees to choose their health care benefits for the following year. Since many workers prefer not to spend time poring over changes to their benefits, Wayne Titus, CPA, PFS, AIFA®, of Michigan-based AMDG Financial, offers these tips to help employees get the best deal they can for themselves and their families. Read more...
Can Strategic Tax Planning Help You Stretch Your Retirement Dollars?
Roberta and Frank Swanson* are active 65-year olds who recently purchased their dream retirement home – a fixer-upper on a quiet lake, close to their children and grandchildren. With Frank already on social security and Roberta approaching her full retirement age of 66, the couple needed a strategy to help them afford a $30,000 repair while minimizing the impact on their future retirement income. Read more...
Five Tips to Help 50-Somethings Get Ready for Retirement
October is financial planning month, a reminder to Americans that there’s never been a better time to start planning for a brighter financial future. But for those over 50 who think it's too late to plan for retirement, Wayne Titus, CPA, PFS, AIFA, president of Michigan-based AMDG Financial, says it's possible to get back on track, starting with five tips to implement today. Read more...
Beyond the Bottom Line: What Nonprofits Need to Know about Endowments
People often associate endowments with large nonprofit institutions, such as hospitals or universities. But even a small nonprofit should consider establishing an endowment to ensure it can accomplish its mission for decades to come, says Wayne Titus, CPA, PFS, AIFA®, a fee-only fiduciary adviser. Read more...
More Articles