4 Tax Management Tips for Investors
The end of the year is a good time to start thinking about your tax strategy, and there are several moves that you can make prior to year-end that will put you in the best possible position for 2020. In this article, we’ll dive into 4 tax management...
Could You Benefit from Making Qualified Charitable Distributions?
As 2019 comes to an end and the holidays are fast approaching, I’m sure a lot of you are starting to think about not only your finances (and the impending holiday shopping!) but also more broadly about what’s been meaningful to you this year and...
Term vs. Permanent Life Insurance: Which One is Right for You?
Life insurance can be complex and overwhelming, especially with the countless insurance policies out there. It’s important to know the differences between them since each type has unique characteristics that may or may not be right for you. But more often...
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...
