Understanding Marginal Income Tax Brackets
By any measure, the tax code is huge. It is over 2,000 pages long, and even longer with footnotes.1 And…
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Life Insurance in Retirement
Do you need a life insurance policy in retirement? One school of thought questions this decision. Perhaps your kids have grown,…
A Guide to Offsetting Capital Gains with Tax-Loss Harvesting
Tax-loss harvesting means taking capital losses (selling securities for less than what you initially paid for them) to offset any…
Managing Money as a Couple
When you marry or simply share a household with someone, your life changes—and your approach to managing your money may…
Buying Auto Insurance For Teen Drivers
Driving may be a rite of passage for teenagers, but for parents, having a teenage driver can be stressful and…
Find That Lost Retirement Account
Do you have a long-lost retirement account left with a former employer? Maybe it’s been so long that you can’t…