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Taxes

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

Sometimes paying a mortgage during retirement can be financially viable. 

It's the most basic step in estate planning, regardless of your wealth.

Opportunities to offset prior-year income and capture credits are available until the April 17 deadline.

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

Don't leave credits and deductions for 2017 on the table.

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

The self-employed have a variety of tax deduction opportunities to consider.

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

Strategies that can potentially help lower your 2017 tax bill. 

High-income earners who reach the tax limit can use their bigger paychecks for financial gain. 

Who they are and their financial needs are varied in today's modern family.

What pre-retirees need to know to protect their assets and interests.

Retirement savers are wise to max out their 401(k) or IRA, but must be aware of the annual pre-tax limit.

An executive bonus plan is a way to reward key employees using life insurance.