Tag Archives: greg ochipa

Tax breaks for military families: the HEART act of 2008

Although the HEART Act passed in 2008, it still matters to military families today. Officially the Heroes Earnings Assistance and Relief Tax Act, it created new tax benefits for military personnel. These benefits relate to retirement and education savings plans

Better House Hunting

The housing market is on the rise according to Money Magazine, which reported price increases are projected for most of the country this year. You can still snag a good deal while the market recovers—but don’t go into your home

Making the Mark

If you’ve been turned down for credit; made poor financial decisions in the past; or plan to apply for a mortgage, an auto loan or a credit card; you might consider taking action to help improve your credit score. Your

Seven Smart Uses for Your Tax Refund

You finished your tax returns and discovered you’ll be receiving a nice refund. You’re not alone. The IRS reports that the average American received a refund of nearly $3,000 in 2012, and the trend is continuing this year. But before

Five financial goals for young adults

Five, four, three, two, one—Happy New Year! Ring in 2013 with resolutions that will help you strengthen your financial position and set the stage for long-term success. Here are goals young adults can set and start working toward today: Save

Wealth

A plan is essential for navigating any path. Your financial plan is vital to helping keep you on track to achieve a lifetime of financial success. Many people mistakenly believe that a financial plan includes only investing for retirement. While

How to Afford Long-Term Care

It’s likely that at some point in your life you will need assistance with your daily activities. In fact, the U.S. Department of Health and Human Services estimates that 70 percent of people over age 65 will eventually need long-term

Seven Strategies for Saving

Are you doing your best to save for your future? It can be very challenging to begin a savings program. After necessities such as food, clothing and housing, there can be little left to put aside for future goals. Unfortunately,

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