Are you overpaying your #taxes? Here’s six overlooked #tax #deductions.
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Six Most Overlooked Tax Deductions
Chris Rock once remarked, “You don’t pay taxes – they take taxes.” That applies not only to income, but also to capital gains.
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A Taxing Story: Capital Gains and Losses
A #specialneeds #trust can help care for a special needs child, even after you’re gone.
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When Special Care Is Needed: The Special Needs Trust
It’s a long race women run toward retirement, and the steps you take now will impact tomorrow.
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The Long Run: Women and Retirement
Social Security has been a fact of retirement life since 1935. Are you eligible for benefits?
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9 Facts About Social Security
You’ll need to weigh several factors before retiring abroad.
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Thinking of Retiring Abroad?
Are you prepared for a 20-year retirement? How women can consider their retirement strategy.
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How Women Can Prepare For Retirement
You are unique. Your goals and needs should be the basis of any financial strategy you follow. #WholeLifeInsurance
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A Look at Whole Life Insurance
Considering alternative investments? It’s critical to sort through the complexity. #AlternativeInvestments
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Are Alternative Investments Right for You?
With increasing wealth comes unique financial challenges.
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Investment Challenges of the Affluent Investor
If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
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Do You Owe The AMT?
The key to #healthcare in retirement might be a patchwork of different choices.
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Extended Care: A Patchwork of Possibilities
Generate income and rebuild principal. A powerful one-two punch.
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Split Annuity Strategy
Where there's a will there's a way. Don't leave your estate unattended—update your documents.
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Critical Estate Documents
Ever heard of a Roth 401(k)? Would one be right for you?
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What Is a Roth 401(k)?
You've allocated your assets; you just may not realize it yet. #AssetAllocation
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Asset Allocation
Worried about passing your wealth to a troubled adult child?There are strategies that can help.
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When Heirs are Imperfect
Many have heard they should avoid probate; do you understand what probate is and how it works?
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Problems with Probate
Agent Jane Bond wants you to know about how #bonds can be #laddered to generate #income.
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Jane Bond: Scaling the Ladder
We all want to know, “What’s next for the financial markets?” But no one knows for sure.
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Where Is the Market Headed?
Business owners should consider a succession plan sooner rather than later.
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Succeeding at Business Succession
Updated your estate strategy for a second marriage? You may not be caring for dependents from your previous one.
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Yours, Mine and Ours: Estate Strategies for Second Marriages
Learn more about whether you need to pay estimated taxes.
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You May Need to Make Estimated Tax Payments If…
There are four basic steps to calculating the value of an estate.
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Four Steps to Valuing an Estate
Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.
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What Is a 1035 Exchange?
The CPI has shown low inflation since '09. Are your prices rising faster than the average? #Inflation
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Inflation & Your Money
Learn more about whether you need to pay estimated taxes.
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You May Need to Make Estimated Tax Payments If…
A #specialneeds #trust can help care for a special needs child, even after you’re gone.
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When Special Care Is Needed: The Special Needs Trust
You may not be able to stop #floods from wreaking havoc, but #insurance can manage some of the financial loss.
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Protecting Your Home Against Flood Loss
These 6 things might make your next return a prime target for an IRS audit. #taxes #IRS #audit
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Red Flags for Tax Auditors
