Organizing Your Finances After Your Spouse Has Died
Unfortunately there are a number of financial matters that will need your attention while grieving for a lost spouse. We walk you through it in this Financial Tip.
Managing Required Minimum Distributions and Taxes
Our experts discuss a case study of couple who are approaching their required minimum distributions.
Are You Required to File 1099s?
1099s for 2014 must be provided to independent contractors no later than Feb. 2, 2015. Read more in this Business Tip.
Is a 1031 Exchange Right for You?
It’s important to note that 1031 exchanges are not “tax-free” but are “tax deferred.” We explain in this Tax Tip.
Tax Planning with Life Insurance
Tax planning with life insurance involves minimizing the tax consequences of your life insurance decisions. Read more in this week’s Insurance Tip.
Tax Smart Gifting
Sometimes a gift recipients think they must pay income tax on the gift received. False! We explain in this week’s Tax Tip.
Saving More to Save More
Our experts spend some time on a case study of a family who was looking at an empty nest in two years when the children went to college, but now find themselves expecting a new bundle of joy.
Family, Income and Residence Changes Can Affect Your Premium Tax Credit
It is important that you report changes in circumstances—including moving—to the Health Insurance Marketplace. Learn why in this week’s Insurance Tip.
Refinanced Mortgage Interest May Not All Be Deductible
In some instances, home equity debt isn’t tax deductible. We explain in this week’s Tax Tip.
Large Employers Must Offer Affordable Health Coverage Beginning In 2015
Large employers are required to offer health care coverage this year. Learn if this affects your business in this week’s Business Tip.