Understanding 1035 exchanges
Swapping life insurance for long-term care options can be a possibility.
Insurance, Annuities, and Investments
Blog Listing
5 steps to performing a midyear financial plan review
Time to see if your saving and spending plans are on track or need a course correction.
How to avoid probate without setting up a trust
You want to be able to transfer your assets to the next generation with as little red tape as possible.
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.
Taxes and retirement: 5 planning tips
Be strategic to lower your tax bill in retirement.
Want tax savings on health care? Consider an HSA
Health savings accounts let you put away pretax dollars for medical expenses.
You may be overpaying your taxes if …
Through penalties, underfunding, or dividend goofs, you may be giving the IRS more than you owe.
5 overlooked income tax deductions and credits
Don't leave credits and deductions for your income taxes on the table.
4 tax moves to consider before filing your return
Opportunities to offset prior-year income and capture credits are available until the coming deadline.
6 tax breaks for parents
From credits to write-offs, parents have opportunities to lower their tax liability.
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.
5 reasons why you may need an annuity
Various aims can be accomplished, depending on the type of annuity involved.
Turning 72? Required minimum distributions explained
The rules for calculating your withdrawals and strategies that may help you mitigate tax implications.
Year-end tax-planning moves
Some strategies that can potentially help lower your tax bill must be implemented by Dec. 31.
3 ways to financially prepare when an election looms
No one can tell exactly what will happen or change, but there are ways to prep.
3 ways to manage capital gains tax bites
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 avoid moving into a higher tax bracket
These strategies to reduce your taxable income can help you stay in a lower tax bracket.
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