Moneywise
IT'S ALL ABOUT MONEY MANAGEMENT
-
Leaving a Legacy to Your Grandkids
September 2018 -
Grandparents Day provides a reminder about family legacies. Your thoughtful actions and guidance could help your grandchildren enter adulthood with good values and a promising financial start.
-
How Much Do You Really Know about Long-Term Care?
August 2018 -
How much does eldercare cost, and how do you arrange it when it is needed? The average person might not know. For clarification, here are some facts to dispel some myths.
-
1031 Exchanges: What, Why, When, & How
July 2018 -
Real estate investors may want to explore like-kind (1031 or Starker) exchanges. This lets an investor sell one property and buy a similar one while deferring capital gains taxes.
-
The Major 2018 Federal Tax Changes
June 2018 -
The Tax Cuts and Jobs Act made dramatic changes to federal tax law. It is worth reviewing some of these changes as 2019 approaches and households and businesses refine their income tax strategies.
-
Annuities for Retirement Income
May 2018 -
An income stream you cannot outlive. That sums up the appeal of an annuity. If you are interested in steady retirement income (and the potential to defer taxes), you might want to look at the potential offered by annuities. Before making the leap, however, understand how they work.
-
The Benefits of a Roth IRA
April 2018 -
Why do so many people choose a Roth IRA rather than a traditional IRA? Let's look at the trade-off you make when you contribute to a Roth IRA—a trade-off many savers are happy to make.
-
The Importance of a Life Insurance Audit
March 2018 -
Is it time to review your life insurance policy? Do you still need it? How much? What kind? There are so many kinds and variables that it is important to have an annual professional review.
-
Is Refinancing Suitable for You?
February 2018 -
There are many reasons why people consider refinancing; some provide benefits, but others can lead to trouble. It's important to see if your reasons offer a true benefit.
-
Social Security Benefits & Provisional Income
January 2018 -
You may be shocked to learn that part of your Social Security income could be taxed. If your provisional income exceeds a certain level, that will happen. Just what is “provisional income”?
-
ACA Open Enrollment Ends Soon
December 2017 -
The enrollment period for health insurance lasts only to December 15 in many states, and the healthcare.gov website will be down on many Sundays. Here are tips on tax credits and shopping for plans.
