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.
Insurance, Annuities, and Investments
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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.
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.
How to avoid and offset taxes on capital gains
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.
How life insurance can help supplement retirement income
For some retirees life insurance may provide a useful option to supplement income.
Pros and cons of paying off mortgage after retirement
Sometimes paying a mortgage during retirement can be financially viable.
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.
3 points to know about the SECURE Act's retirement rule changes
Retirement rule changes are going into effect. Here are the essential areas to look at.
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