There is roughly $7.4 billion of unclaimed life insurance money in the U.S. Many family members are unaware that their loved ones held a life insurance policy and are “oblivious beneficiaries.” Could you be owed a life insurance payout? Why is There So Much...
For 9 end-of-year tax planning tips, read our free “Guide to End-of-Year Tax Planning.” Read the Guide. Improper tax management can cost you more than a quarter of your long-term return, severely limiting spending power in retirement. The good...
Now that spring has fully sprung, you may be planning a summer vacation sometime over the next few months. If you are self-employed or own a small business, you may want to consider combining your vacation with a business trip: there’s a chance that you...
For 9 end-of-year tax planning tips, read our free “Guide to End-of-Year Tax Planning.” Read the Guide. If you’re like many Americans, you may be breathing a sigh of relief now that “tax day” has come and gone. You may also be wondering how long...
If you work on salary for an employer and receive a paycheck on a regular basis, you might not think too much about paying income taxes. This is because you complete a Form W-4 for your employer and they will withhold the amount of taxes you tell them based...
Don’t look now but the deadline for filing your 2017 federal income tax return is right around the corner. Unless you receive an extension, you must file your return by April 17, 2018 — which is less than two weeks away. If you’re like many people, you are...
The new tax reform that was signed into law in December, 2017, made important changes that will affect estate planning and wealth transfer strategies for many individuals and families. Here are some of these changes and how they might impact you and your...
Most people today have multiple investment accounts to manage as they work toward retirement. In addition to savings and brokerage accounts, it’s common to have a 401k plan, a Roth IRA, and a rollover IRA from a previous job. Each of these accounts has...
As you work on finalizing your 2017 federal income tax return, you may be searching for some last-minute deductions to help reduce your tax liability. Here are a few places to consider: Taxes You Paid You can deduct most taxes you paid last year on your 2017...
For many Americans, pursuing their passions or hobbies is more than just a pastime – it’s a way to earn a little extra money on the side. Whether it’s painting, writing, cooking or photography, there may be opportunities to generate income...
