Beware of Bogus IRS Emails
Just because your taxes are done doesn’t mean tax scams are over. Remember, the IRS will not contact you by email. Read more in this Tax Tip.
Medicare Supplemental Insurance
Medicare alone may not be enough to cover your health-care needs in retirement. Medicare coverage comes with deductibles, co-payments or coinsurance costs for many types of treatments, including hospitalizations. Typically, the deductible amounts are increased each year. If you’re not prepared to pay these expenses out of pocket, we explain why you may want to consider a Medigap policy.
Taxation of Master Limited Partnerships
Master Limited Partnerships (MLP) are a type of limited partnership that is publicly traded. The advantage of an MLP is that it combines the tax benefits of a limited partnership with the liquidity of a publicly traded company. We explain how MLPs can greatly complicate a tax situation.
Should You Refinance Your Mortgage?
A lower interest rate often means a lower monthly payment if the terms of the refinanced mortgage are the same as the original mortgage. In this article, we explain how refinancing your mortgage allows you to take control of how your money works for you.