Building wealth with cash-value life insurance

Building wealth with cash-value life insurance

If you’re like most investors, you’ve had a lot of people try to sell you on the idea of life insurance, haven’t you? So much so that you probably think you’ve heard everything there is to hear on the subject. But have you heard … How to use cash-value life insurance...
Maximize Social Security

Maximize Social Security

RECONSIDER TAKING SOCIAL SECURITY PAYMENTS… Until You’ve Learned How to Potentially Maximize Them One of the biggest mistakes people can make when planning for retirement is failing to maximize their Social Security benefits. Why is this a mistake? After all,...
The Benefits of Tax-Advantaged Savings Vehicles

The Benefits of Tax-Advantaged Savings Vehicles

Taxes can take a big bite out of your total investment returns, so it’s helpful to look for tax-advantaged strategies when building a portfolio. But keep in mind that investment decisions shouldn’t be driven solely by tax considerations; other factors to...
The Alternative Minimum Tax (AMT)

The Alternative Minimum Tax (AMT)

When it comes to federal income tax, there are few subjects capable of causing as much confusion as the AMT. And while the American Taxpayer Relief Act of 2012, passed in the first days of 2013, made permanent a number of temporary AMT provisions, it also changed some...
Financial Planning Issues for Adoptive Parents

Financial Planning Issues for Adoptive Parents

Adoptive parents need to be concerned with special financial planning issues that arise when a child is added to their family. These issues include paying adoption costs, understanding the income tax implications, and reviewing their insurance coverage. How much does...
Wills: The Cornerstone of Your Estate Plan

Wills: The Cornerstone of Your Estate Plan

If you care about what happens to your money, home, and other property after you die, you need to do some estate planning. There are many tools you can use to achieve your estate planning goals, but a will is probably the most vital. Even if you’re young or your...

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