Hot off the presses! Bodnar Financial is now offering 529 plan “gift certificates,” the perfect gift for a birthday party or even a baby shower. After all, does your grandchild/nephew/goddaughter really need another NERF gun or Barbie doll? Really? Contributions to a college savings plan should happen early and often. Planning early allows parents to take Read more »
Archives for May 2016
Don’t Worry! Form 5498 is NOT a Tax Form…
This is a friendly reminder that Form 5498 is NOT a tax document. Your accountant does not need it, it is informational only. Read more »
Prince Died Without a Will… How is That Even Possible?
Here’s what I don’t understand. In this day in age, with all the money and the lawyers at their fingertips, it is bewildering to discover that a celebrity doesn’t have a will drafted. Most recently, Prince’s sister announced the musical icon (worth a reported $300 million) has no known living will. There is still technically Read more »