Taxes

Through penalties, underfunding, or dividend goofs, you may be giving the IRS more than you owe. 

From credits to write-offs, parents have opportunities to lower their tax liability.

Don't leave credits and deductions for your 2018 taxes on the table.

Opportunities to offset prior-year income and capture credits are available until the April deadline.

Changes in tax law regarding alimony will likely make financial planning for divorce more complex.

Retirement savers are wise to max out their 401(k) or IRA, but must be aware of the annual pre-tax limit.

For some retirees life insurance may provide a useful option to supplement income.

Strategies that can potentially help lower your 2018 tax bill. 

You want to be able to transfer your assets to the next generation with as little red tape as possible.

Sometimes paying a mortgage during retirement can be financially viable. 

Time to see if your saving and spending plans are on track or need a course correction.

Answers to frequently asked questions regarding life insurance, taxes, and being a beneficiary. 

It's the most basic step in estate planning, regardless of your wealth.

Learn how to retire early without paying penalties on retirement account distributions before age 59½.

Some tax and property advantages for married couples don’t apply if one is a non-U.S. citizen.

The self-employed have a variety of tax deduction opportunities to consider.

High-income earners who reach the tax limit can use their bigger paychecks for financial gain. 

Who they are and their financial needs are varied in today's modern family.