Planning

End of the year and what about my taxes

End of the year and what about my taxes

Even though April 15, also known as Tax Day, is still a ways away, it’s not too early or too late to make an impact on your 2018 taxes. In fact, it may be the perfect time to take a quick assessment to see where youstand with Uncle Sam while you can still make some adjustments if you need to.

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Using Life Insurance Riders to Pay for Long-Term Care

Using Life Insurance Riders to Pay for Long-Term Care

If you're thinking about buying a stand-alone long-term care insurance (LTCI) policy, you might have another option. An increasing number of states are permitting the sale of long-term care hybrid products that allow you to obtain long-term care coverage with a special rider added on to your life insurance policy.

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Using Life Insurance Riders to Pay for Long-Term Care

Using Life Insurance Riders to Pay for Long-Term Care

If you're thinking about buying a stand-alone long-term care insurance (LTCI) policy, you might have another option. An increasing number of states are permitting the sale of long-term care hybrid products that allow you to obtain long-term care coverage with a special rider added on to your life insurance policy.

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Life Insurance at Various Life Stages

Life Insurance at Various Life Stages

Your need for life insurance changes as your life changes. When you're young, you typically have less need for life insurance, but that changes as you take on more responsibility and your family grows. Then, as your responsibilities once again begin to diminish, your need for life insurance may decrease. Let's look at how your life insurance needs change throughout your lifetime.

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Estate Planning: An Introduction

Estate Planning: An Introduction

By definition, estate planning is a process designed to help you manage and preserve your assets while you are alive, and to conserve and control their distribution after your death according to your goals and objectives. But what estate planning means to you specifically depends on who you are.

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2018 Tax Changes

2018 Tax Changes

There was so much talk about the proposed changes to the tax code. Now that the changes have finally been signed into law, I'm wondering which planned modifications actually became a reality. What were the exact changes made to the U.S. tax code this year?

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Life Insurance and Charitable Giving

Life Insurance and Charitable Giving

Life insurance can be an excellent tool for charitable giving. Not only does life insurance allow you to make a substantial gift to charity at relatively little cost to you, but you may also benefit from tax rules that apply to gifts of life insurance.

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Don't just give. Give wisely.

Don't just give. Give wisely.

Charitable giving is a big part of the holidays. Most of us have a cause that's close to our heart. It's that story we can't say no to. The event we donate our time or money to. The fundraiser we pour our talents into. Like all of us, you probably do it because this particular thing is important to you. Whatever amount you give, every cause you donate to says a lot about who you are. Why not share this vital part of yourself with your child?

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Fall Into Tax Planning!

Fall Into Tax Planning!

The leaves are changing. The nights are getting longer, and cooler weather is just around the corner. Everyone knows what that means: it's tax planning time!

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