How Much Life Insurance Do You Really Need?
People need insurance for many different reasons. Adequate insurance coverage, or lack thereof, can have a huge impact on your financial life and long-term goals. One of the most common – and most important – types of insurance people choose to purchase is...
The Financial Impact of Hurricanes & How to File an Insurance Claim
We are now in what many experts consider to be the peak of the annual hurricane season, which runs from June through November. Earlier this month, Hurricane Dorian offered a reminder of the destructive power of a major hurricane when the Category 5 storm...
The Oblivious Beneficiary: Do You Have Unclaimed Life Insurance Money?
As financial advisors, we often consult with our clients about insurance needs. And one that we get a lot of questions about is life insurance. While your advisor can talk to you specifically about what might be best for you, we wanted to share an...
Tax Deductions For Homeowners
Owning property has many advantages and disadvantages – many of these are tax related. Whether you own real estate as a primary residence or an investment property, there are deductions and taxes to consider. Given the changes in tax law, many of these...
How to Prevent Tax-Related Identity Theft
Today is tax day, which means that Americans will soon be receiving their tax refunds, if they haven’t already. Tax refunds are a common reason for fraudsters to commit tax-related identity theft — here are some tips to follow to protect...
Filing a Tax Extension – 6 Simple Tips
The April 15 tax filing deadline is fast approaching! However, if you don’t think you can finish your 1040 tax return by the due date, there is no reason to panic. You can simply file a tax extension, which will give you a six-month extension (until October...
When Does Married Filing Separately Make Sense?
Picking your first house, learning about each other, planning for your future – of the many joys of marriage, sitting down and figuring out how you’ll prepare taxes is not usually one of them. If you’re married, there are two options for your filing...
Tax Benefits of Marriage: What Are They…Really?
A common question we get as financial advisors is: what are the tax benefits of marriage? Yet, as people plan for their big wedding day, the last thing on most couples’ minds is taxes. However, marriage can have a big impact on a couple’s financial...
IRA Tax Deduction – Do You Qualify?
Clients often ask if they qualify for an IRA tax deduction. Individual Retirement Arrangements, more widely known as Individual Retirement Accounts (IRAs), are one of the most popular retirement savings tools in America in addition to 401ks. It’s no surprise...
It's your money.
Get to know it better.
You can get tips, tricks, and tools sent right to your inbox, hand-picked by our team of financial advisors.
