5 steps to a midyear financial review
Time to see if your saving and spending plans are on track or need a course correction.
Insurance, Annuities, and Investments
Blog Listing
Understanding 1035 exchanges
Swapping life insurance for long-term care options can be a possibility.
Congress’ retirement rule changes and you: 3 points
Retirement rule changes are being considered by Congress. Here are three areas to look at.
Taxes and retirement: 5 planning tips
Be strategic to lower your tax bill in retirement.
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.
Want tax savings on health care? Consider an HSA
Health savings accounts let you put away pretax dollars for medical expenses.
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.
Last minute tax tips
Opportunities to offset prior-year income and capture credits are available until the April deadline.
You may be overpaying your taxes if …
Through penalties, underfunding, or dividend goofs, you may be giving the IRS more than you owe.
6 tax breaks for parents
From credits to write-offs, parents have opportunities to lower their tax liability.
5 overlooked tax deductions
Don't leave credits and deductions for your 2018 taxes on the table.
The vanishing alimony tax deduction and divorce planning
Changes in tax law regarding alimony will likely make financial planning for divorce more complex.
Retirement plan contribution limits: Your need-to-know
Retirement savers are wise to max out their 401(k) or IRA, but must be aware of the annual pre-tax limit.
How life insurance can help you in your retirement
For some retirees life insurance may provide a useful option to supplement income.
Year-end tax-planning moves
Strategies that can potentially help lower your 2018 tax bill.
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.
Is it OK to retire with a mortgage?
Sometimes paying a mortgage during retirement can be financially viable.
Taxes and life insurance – FAQs
Answers to frequently asked questions regarding life insurance, taxes, and being a beneficiary.
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