What year did you join Lewis & Knopf?I joined Lewis & Knopf in June of 2017. Tell us a little about where you attended college and the degree(s) you earned? Any special accomplishments.I attended college at Michigan State University where I earned Bachelor’s and Masters’ degrees in accounting. Go green! What is your favorite thing…
Tax reform added some new taxpayer-advantageous changes to college savings plans. These plans are also known as qualified tuition programs (QTPs) or Sec. 529 plans, named after the part of the Internal Revenue Code that established them. Background: Sec. 529 plans allow taxpayers to put away larger amounts of money than other tax-advantaged education savings…
The Social Security Administration (SSA) recently announced the inflation-adjusted increase in benefits for 2019. SSA’s announcement states that Social Security beneficiaries should expect a cost-of-living increase of 2.8%. However, the same announcement says that for those who are retired at full retirement age, the maximum monthly benefit will go from $2,788 to $2,861, a 2.62%…
Whether you’re diligent about paying bills and saving or you’ve fallen behind on your bills and never opened a savings account, it’s always a good idea to do an annual review of your personal financial habits. Everybody needs to re-evaluate from time to time, and there’s no time like the New Year to take a…
The path for women is a little like two steps forward, one step back. For example, almost 40 percent of all privately held firms in the United States today are owned by women. Furthermore, the 2018 midterm elections yielded 23 female senators and more than 100 in the House of Representatives. And yet, despite the…
