529 Plan Reimbursements for Off-Campus Living

Michael K. Creamer, CPA, CFP®, CDFA, ADPA Tax Planning For Individuals, Investing, 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 …

life insurance

Life Insurance May Offer More than a Death Benefit

Byron T. Deese Tax Planning For Individuals, Personal Finance, 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 …

michael and ed

Glass Jacobson Named Top 150 CPA Firm by Accounting Today

Jonathan S. Dinkins, CPA/PFS, CIMA®, AIF® Glass Jacobson News, Personal Finance, 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 …

When Can We Expect Economic Normalcy?

Jonathan S. Dinkins, CPA/PFS, CIMA®, AIF® Coronavirus, Economic Update, Personal Finance, Investing, Tax Planning For Individuals Leave a Comment

As we enter May and the promise of summer, we are reminded that the current crisis will have a lasting impact on society and our economic well-being. Please consider that …

market update

Market Update: Stocks Rally While the Economy Suffers

Glass Jacobson Wealth Advisors Investing, Personal Finance, Economic Update, Coronavirus Leave a Comment

The Bureau of Labor Statistics released its job report this past week and while many knew it was going to be exceptionally bad, it is still shocking to read. The …

market update

Market Update: A Historic Month for the Markets

Glass Jacobson Wealth Advisors Investing, Personal Finance, Economic Update, Coronavirus Leave a Comment

While grim economic data shows the global economy heading toward a recession you wouldn’t know it by looking at the current stock market. The S&P 500 ended April up 12.7%—its …