Blog
How Charitable Giving Can Benefit Donors
Submitted by Neville Associates on October 18th, 2019Kelly and Bob regularly set aside a small portion of their budget for charitable donations. In addition to feeling good about supporting a number of worthy causes, they’ve been able to deduct the value of their charitable gifts from their Federal income tax return. Now, the couple thinks it is time to make a larger charitable contribution.
The Charitable IRA Transfer
Submitted by Neville Associates on October 18th, 2019Plan Ahead for the Holiday Budget Crunch
Submitted by Neville Associates on September 23rd, 2019Refinancing Your Mortgage
Submitted by Neville Associates on September 23rd, 2019The Sandwich Generation: Juggling Family Responsibilities
Submitted by Neville Associates on September 23rd, 2019At a time when your career is reaching a peak and you are looking ahead to your own retirement, you may find yourself in the position of having to help your children with college expenses while at the same time looking after the needs of your aging parents. Squeezed in the middle, you've joined the ranks of the "sandwich generation."
Top 10 Tips for Fiscal Fitness
Submitted by Neville Associates on September 23rd, 2019As days turn into weeks and weeks turn into months, it may feel like there is little time to catch up on all of your financial responsibilities. Sometimes it may be easier to simply toss ATM receipts, credit card bills, and bank statements into the “junk drawer” to deal with later. But, later never seems to come.
Post-Divorce Long Term Care Planning for Business Owners
Submitted by Neville Associates on August 21st, 2019Going through a divorce can be a difficult experience both emotionally and financially. If you are divorced, you are not alone: approximately 40 to 50 percent of marriages in the United States end in divorce.[1] While transitioning into a new life, certain areas of concern may arise now that you are on your own.
The Basics of Long-Term Care Insurance
Submitted by Neville Associates on August 21st, 2019Buying Life Insurance: What Kind and How Much?
Submitted by Neville Associates on August 21st, 2019Conventional wisdom says that life insurance is sold, not purchased. In other words, some people are reluctant to discuss the importance of owning life insurance, and others are simply unaware of the need to have life insurance. Although many large companies provide life insurance as part of their benefits package, this coverage may be insufficient.