Topic: Financial Planning
Articles that give you the latest insights into financial planning, including news, tips and other information intended to help you plan your finances.
Top 6 Questions Doctors Ask When Filing for Social Security
July 6, 2018School of Social Security & Medicare
Physicians and other high earners often overlook their Social Security benefits. It may be a small amount compared to your retirement account, but noone wants to leave money on the table.
State Tax Deduction or Credit for Contributions to a 529 Plan
December 17, 2016School of Financial Wellness
As we approach year-end, don’t overlook the State tax deduction or credit for contributions to a 529 plan. You may be eligible for a lower Alabama taxes.