Celebrating National Financial Literacy Month

Byron T. Deese Personal Finance 3 Comments

April is celebrated as the Financial Literacy Month. This started back in 2004, when the U.S. Congress designated April as National Financial Literacy Month. Over the years, many federal and state agencies, credit unions, schools, nonprofit organizations, and socially conscious businesses started participating in this initiative to raise awareness about the importance of financial literacy education in the United States.

Are Health Savings Accounts (HSA) the Ultimate Health Care Insurance Plan?

Byron T. Deese Personal Finance, Tax Planning For Individuals Leave a Comment

The Health Savings Account (HSA) has been around for more than 15 years, yet it remains one of the best-kept secrets as a tax savings and medical expense reduction tool. …

529 Plan Reimbursements for Off-Campus Living

Michael K. Creamer, CPA, CFP®, CDFA, ADPA Investing, Tax Planning For Individuals, Personal Finance, Coronavirus 2 Comments

With college campuses opting for online classes during the COVID-19 outbreak, many students have been taking classes from home, and all indications are this will continue at least through the …

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Life Insurance May Offer More than a Death Benefit

Byron T. Deese Personal Finance, Tax Planning For Individuals, Investing Leave a Comment

Most people are aware that life insurance offers a death benefit. After all, that’s why they take out the policy. But did you know that some life insurance policies also …

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Glass Jacobson Named Top 150 CPA Firm by Accounting Today

Jonathan S. Dinkins, CPA/PFS, CIMA®, AIF® Personal Finance, Glass Jacobson News, Investing Leave a Comment

We are pleased to announce that Accounting Today has once again named Glass Jacobson in its 2020 list of top CPA Firms in the $100 Million Plus Club. You can …