Discussing personal insurance matters can be sensitive, especially when addressing mortality, morbidity, or declining health. But long-term care insurance plays a crucial role in securing financial stability and providing peace of mind for individuals and their...
Tax season officially starts this week with the IRS opening e-File for individual taxpayers. While many people are getting a jump on filing their taxes, you may want to wait a little bit and get organized before you decide to do your tax return. When the Tax Cuts and...
6 Tips to Maximize Your Social Security Benefits: Everyone nearing retirement always seems to have a ton of questions surrounding how to maximize their Social Security benefits. These questions range from “When should I take Social Security?”, “How can I maximize my...
What the 2024 Tax Brackets Mean for Your Money: Tax brackets play a significant role in determining your tax bill. As your taxable income moves up this ladder, each layer gets taxed at progressively higher rates. How do Tax Brackets Work? A single person with $140,000...
How to Invest in Municipal Bonds: Municipal bonds—or muni bonds—are fixed-income securities issued by local or state governments to fund public projects. When planning your investment portfolio, municipal bonds are one way to add tax efficiency to the mix. Here’s what...
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