When you file your tax returns, do you wonder if you’ve benefited from all the deductions that you’re entitled to? Does the tax code seem too complicated for you to bother with it? Prism Insurance Agency identifies some of the most overlooked tax deductions that are worth your time looking into – some could save you hundreds or even thousands of dollars! Never assume that you’re not eligible for a deduction, as your circumstances may change each year. Listen in to Prism Insurance Agency to find out some of the tax credits and deductions you can take advantage of, especially with professional help.

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Today we're going to talk about planning for a surviving spouse.

Short Excerpt of the Interview: I’ve always heard things said from couples where they don’t realize that if they have a house, property taxes don’t get cut in half. The heating oil bill doesn’t get cut in half so one can’t live half as cheap as two. We'll talk about the taxes. There are a lot of different issues facing a widow or widower so what can they do about it? Let’s start with the taxes. What can they do to mitigate that risk?

Learn more about HRA Plans and how the Reimbursement system works within an HRA.

If you'd like to learn more, feel free to call us at 951-243-2800 or email me directly at [email protected]

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1094 and 1095 Reminder and changes for the 2016 filings. We walk you through the correct way to make sure your fully compliant and offer solutions in the event your not sure.

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Learn about Medicare with our presentation today.

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All of your wealth will eventually go to one or more of these three places: your heirs, charity, or the government. Without proper pre-planning, you could lose control over where the remainder of your estate will go. Join Prism Insurance Agency and our guest expert on estate and charitable giving, to discuss some tools you can use to redirect potential tax dollars to the family and organizations you care about.

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Have you had The Money Talk with your family yet? Doesn’t it make sense that your adult children have the peace of mind of knowing the state of your finances and the details of your estate plan before it becomes a surprise? Then join Prism Insurance Agency as we explore the advantages and the best approach to take when sharing your financial plan. Learn how to navigate that very important subject with your family.

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Are you or your spouse eligible for a pension or Social Security benefits? What happens to your income or other benefits if your spouse dies? Join Prism Insurance Agency as we discuss important considerations for survivorship benefits, and how different options will affect you and your spouse if one of you should pass away. Make sure you don’t make a mistake when choosing these typically irrevocable benefits.

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Obtaining a business loan can be more complex in today’s environment than ever before. You need to understand how to present the best picture to a prospective lender. Join Prism Insurance Agency and our credit specialist guest, where he’ll share the 5 C’s of Credit, and what they mean to a business loan.

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Times have certainly changed in the lending world today from just a few years ago. The first step in obtaining a loan should start with knowing your credit score and understanding what your credit report says. Join Prism Insurance Agency, and our credit specialist guest, to discuss credit scores, why credit matters, and the credit restoration process.

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