David Zemon

ABLE accounts help saving for children with special needs"The primary advantage of using an ABLE account is that the savings largely do not affect an individual’s eligibility for Supplemental Security Income (SSI), Medicaid, and the Supplemental Nutrition Assistance Program (SNAP)," write Jeff Witz, CFP, and David Zemon.
Setting up an emergency fund: What you need to knowAn emergency fund is an important part of any financial plan and can be the difference between comfortably surviving an unexpected event and financial distress.
2017 tax law: Here are the changes you can expectHere is a brief overview of the Tax Cuts and Jobs Act passed by Congress.
How to form a student loan repayment strategyForming a student loan repayment strategy is not a one-size-fits-all process. What works well for a friend or colleague may not be an effective strategy for you.
Top 12 practice management articles of 2017Our most-read practice management articles covered topics including reimbursement, personal finance, and EHR fraud.
Financial planning: Your year-end ‘to do’ list"The potential GOP tax bill makes it difficult to know exactly how the landscape will look in 2018... nevertheless, there are some items you can take care of before the end of the year that can impact your 2017 taxes and overall financial plan," write Jeff Witz, CFP, and David Zemon.
How to choose between Roth, traditional accounts
How do active and passive fund management differ?
How to choose the right investment strategy
How to choose the right investment strategy"Determining what to invest in should be based primarily on the needs, temperament, and available resources of each individual or family," write Jeff Witz, CFP, and David Zemon.
How to prosper, survive during sky-high marketsWith the U.S. stock market reaching record highs, it’s important to know how to prepare for an eventual fall. Plus, tax credits may be available for tuition payers.