4 tax moves to consider before filing your return
Opportunities to offset prior-year income and capture credits are available until the coming deadline.
Insurance, Annuities, and Investments
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Is it OK to retire with a mortgage?
Sometimes paying a mortgage during retirement can be financially viable.
Retirement plan contribution limits: Your need-to-know
Retirement savers are wise to max out their 401(k) or IRA, but must be aware of the annual pre-tax limit.
5 steps to a midyear financial review
Time to see if your saving and spending plans are on track or need a course correction.
Taxes and life insurance – FAQs
Answers to frequently asked questions regarding life insurance, taxes, and being a beneficiary.
Wills and the basics of estate planning
It's the most basic step in estate planning, regardless of your wealth.
Life Insurance: 3 income tax advantages
Whole life insurance offers an income tax-free death benefit as well as deferred cash value growth.
Life insurance premium options: Which one is right for you?
Life insurance policies can have a range of premium choices. And there are advantages and disadvantages to each.
3 points to know about the SECURE Act's retirement rule changes
Retirement rule changes are going into effect. Here are the essential areas to look at.
Stretch IRA? Four possible alternatives
Roths, trusts, and life insurance policies can potentially mimic, if not mirror, some of the biggest benefits.
The changing notion of a dependent
Who they are and their financial needs are varied in today's modern family.
How to put a Social Security ‘bonus’ to work
High-income earners who reach the tax limit can use their bigger paychecks for financial gain.
Entering the 'wealth transfer zone'
What pre-retirees need to know to protect their assets and interests.
Understanding 1035 exchanges
Swapping life insurance for long-term care options can be a possibility.
Taxes and retirement: 5 planning tips
Be strategic to lower your tax bill in retirement.
Married to a non-citizen? 3 estate planning traps
Some tax and property advantages for married couples don’t apply if one is a non-U.S. citizen.
Want tax savings on health care? Consider an HSA
Health savings accounts let you put away pretax dollars for medical expenses.
Retiring early? Possible ways to tap savings but sidestep penalties
Learn how to retire early without paying penalties on retirement account distributions before age 59½.
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