Estate planning: ‘Tis the season for gifting
Some families should consider taking gift tax exemptions now so their estates can save later.
Insurance, annuities, and investments
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3 ways to financially prepare when elections, like midterms, loom
No one can tell exactly who will win or what will happen or change, but there are ways to prep.
How to avoid and offset taxes on capital gains
Retirement accounts and deferred tax financial products are possible solutions.
Freelance finances: The tax challenge
The self-employed have a variety of tax deduction opportunities to consider.
How to lower taxable income
These strategies to reduce your taxable income can help you stay in a lower tax bracket.
How life insurance can help supplement retirement income
For some retirees life insurance may provide a useful option to supplement income.
5 reasons why you may need an annuity
Various aims can be accomplished, depending on the type of annuity involved.
The changing notion of a family and its unique financial needs
There’s no place for one-size-fits-all financial advice. Different types of families have different needs.
Roth conversions and market dips
For some, converting a pretax IRA when their portfolio values are down could reduce their tax bill.
Inherited IRA: Mistakes to avoid
Beneficiaries of an inherited IRA can avoid costly mistakes by knowing the rules.
Is life insurance taxable? FAQs you need to know
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.
5 overlooked income tax deductions and credits
Don't leave credits and deductions for your income taxes on the table.
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.
Fix your mix: Asset allocation
A diversified portfolio can help mitigate risk and offer some gain/loss balance to your holdings.
8 tax breaks for married couples
Some couples may be able to claim bigger deductions and lower their tax rate after "I do."
Life Insurance: 3 income tax advantages
Whole life insurance offers an income tax-free death benefit as well as deferred cash value growth.
How whole life insurance helps diversify your taxes
A permanent policy can provide a tax-advantaged source of funds when needed.
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