How whole life insurance helps diversify your taxes
A permanent policy can provide a tax-advantaged source of funds when needed.
Insurance, Annuities, and Investments
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Stretch IRA? Four possible alternatives
Roths, trusts, and life insurance policies can potentially mimic, if not mirror, some of the biggest benefits.
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.
Year-end tax-planning moves
Some strategies that can potentially help lower your tax bill must be implemented by Dec. 31.
Entering the 'wealth transfer zone'
What pre-retirees need to know to protect their assets and financial interests.
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.
Section 162 executive plans: The bonus that keeps on giving
A compensation program that uses life insurance to entice and keep key executives at your company.
Understanding 1035 exchanges
Swapping life insurance for long-term care options can be a possibility.
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.
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