Tagged As


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

Swapping life insurance for long-term care options can be a possibility.

Retirement rule changes are being considered by Congress. Here are three areas to look at.

Be strategic to lower your tax bill in retirement.

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

Health savings accounts let you put away pretax dollars for medical expenses.

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

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

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.

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. 

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