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Is Buying Bulk Worth It

Submitted by Madison Planning Group on November 26th, 2018

In theory, buying goods in bulk seems like a smart, money-saving strategy. But in practice, is it really worth it? Next time you're out shopping, consider the following before you stock up on large quantities of your favorite products.

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Talking to Your Teen About Money

Submitted by Madison Planning Group on November 26th, 2018

You probably feel comfortable talking to your teen about things like school, sports, and clothing. But how do you feel about talking about money? While it may be a tricky topic to broach, odds are that your teenager will rely on you to learn basic financial management skills. And the teenage years can be a critical learning period.

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What Happened To Your Money?

Submitted by Madison Planning Group on November 26th, 2018

If you don't know what happened to your money during the past year, it's time to find out. December and January are the perfect months to look back at what you earned, saved, and spent, as W-2s, account statements, and other year-end financial summaries roll in.

Tags:
  • Debt
  • Investment
  • Savings
  • Social Security
  • Taxes
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Fall - Winter Home Maintenance Checklist

Submitted by Madison Planning Group on November 16th, 2018

As many of us learned yesterday (Our Staff Included) winter can come out of nowhere. Complicating our daily commutes and causing damage to our homes.

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Gary Attends Ed Slott and Company Training

Submitted by Madison Planning Group on November 6th, 2018

Gary completed his semiannual training with America’s IRA Experts at Ed Slott and Company, LLC in Coronado, Calif. October 25-27, 2018.

Tags:
  • Ed Slott
  • Estate Planning
  • IRA
  • Retirement Planning
  • Tax Policies
  • Tax Season
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Five Questions about Long-Term Care

Submitted by Madison Planning Group on October 29th, 2018

1. What is long-term care?

Long-term care refers to the ongoing services and support needed by people who have chronic health conditions or disabilities. There are three levels of long-term care:

Tags:
  • Insurance
  • Long Term Care
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How can I safely shop online this holiday season?

Submitted by Madison Planning Group on October 22nd, 2018

How can I safely shop online this holiday season?

Shopping online is especially popular during the holiday season, when many people prefer to avoid the crowds and purchase gifts with a few clicks of a mouse. However, with this convenience comes the danger of having your personal and financial information stolen by computer hackers.

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Ten Year-End Tax Tips for 2018

Submitted by Madison Planning Group on October 22nd, 2018

Ten Year-End Tax Tips for 2018

Here are 10 things to consider as you weigh potential tax moves between now and the end of the year.

Tags:
  • Tax Planning
  • Taxes
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The Fundamentals of Disability Insurance

Submitted by Madison Planning Group on October 5th, 2018

The Fundamentals of Disability Insurance

Why would you need disability insurance?

Your chances of being disabled for longer than three months are much greater than your chances of dying prematurely, due in part to medicine that has made many fatal illnesses treatable.

Tags:
  • Disability Insurance
  • Insurance
  • Risk Management
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Top 7 Ways to Save Money

Submitted by Madison Planning Group on October 5th, 2018

Even with a thriving economy, many Americans continually struggle to save money.  While it’s certainly tempting to spend that extra cash, socking it away for the future in an IRA or investing in stocks makes much more sense. Try out a few of these tips, and you may find yourself with extra money to put aside for college or retirement.

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Securities offered through Lion Street Financial, LLC (512.776.8400), member FINRA, SIPC. Investment advisory products and services offered through Madison Advisory Services, Inc. an investment advisor registered with the SEC. LSF is not an affiliated company. Neither Lion Street Financial, LLC nor Madison Advisory Services, Inc. provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact Benjamin Schwartz at 800.222.2091.
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