Latest Articles

Retirement

• 9 Facts About Retirement
• Social Security: Maximizing Benefits
• Who Is Your Trusted Contact?
• Women on the Rise
• Choosing a Retirement Plan that Fits Your Business

Estate

• Problems with Probate
• Four Steps to Valuing an Estate
• Estate Management Checklist
• A Brief History of Estate Taxes

Investment

• The Utility of Sector Investing
• The Anatomy of an Index
• Alternative Investments - Going Mainstream
• A Primer on Dividends
• A Taxing Story: Capital Gains and Losses
• Inflation & Your Money
• How Stocks Work

Insurance

• Keeping Summer Safe: Pool and Spa Safety Tips
• Teen Drinking and Your Liability
• Making Sense Of A Home Warranty
• The Cost of Medical Care
• Inventorying Your Possessions
• When Life Insurance Becomes Taxable
• Understanding Extended Care
• Assess Life Insurance Needs
• The A, B, C, & D of Medicare

Tax

• How Income Taxes Work
• How to Make the Tax Code Work for You
• Five Most Overlooked Tax Deductions
• Understanding Marginal Income Tax Brackets
• Tax & Estate Strategies for Married LGBTQ+ Couples
• Filing Final Tax Returns for the Deceased
• What Do Your Taxes Pay For?
• Do You Owe The AMT?
• What Is a 1035 Exchange?

Money

• The Half Million Dollar Baby
• Buying vs. Leasing a Car
• How Big is Money?

Lifestyle

• Prevent a Rift: Money Tips for Newlyweds
• Fixed or Variable Mortgage, Which Should You Pick?
• Mastering Mobile Lingo
• Money Draining Food Myths
• Changing Unhealthy Behaviors
• Putting a Price Tag On Your Health
• Do Your Kids Know The Value of a Silver Spoon?