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Is socking away large sums in a tax-deferred retirement account ever a bad idea? It is when you exceed the annual IRS limits. And intentional or not, the penalties can be painful. Here is how overfunding occurs and what steps to take to fix the problem.

Happy Holidays to our readers! With sincere appreciation for your friendship and good will, we would like to wish you all the joys of the holiday season!

As the year draws to a close, there are several tax-saving ideas you should consider. Use this checklist to make sure you do not miss an opportunity before the year is out.

Though the markets have risen significantly this year, your investment portfolio may have a few lemons in it. By using the tax strategy of tax-loss harvesting, you may be able to turn those lemons into lemonade.

The Social Security Administration has announced the adjustments being made in 2018.

If you are a small business owner continuing to see large individual health insurance rate increases every year, you may be able to find some relief by establishing a group health insurance plan.

Thursday, January 25, 2018 will be the date of our 4th Annual Realtor and Developer Summit. It will again be held at The Hotel at Kirkwood and is being hosted by Terry Lockridge & Dunn and Pugh Hagan Prahm PLC.

The Free Application for Federal Student Aid (FAFSA) is a tool that students use to apply for more than $120 billion in federal funds. Even if you do not think you or your child qualify for federal aid, filling out a FAFSA is important because it could be used to determine eligibility for nonfederal aid and private funds.