What You Should Do About Insurance Following a Divorce
Divorce can be an emotionally and financially challenging life event. In the face of the many possible adjustments divorce entails,…
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Tax Efficiency in Retirement
Will you pay higher taxes in retirement? It’s possible. But that will largely depend on how you generate income. Will it…
What Can You Buy With 529 Distributions?
Some of the biggest challenges many face when it comes to education are financial. Luckily, a 529 college saving plan…
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…
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…