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The 7 Most Common Estate-Planning Myths
The 7 Most Common Estate-Planning Myths
Myths and misunderstandings dominate the public consciousness when it comes to estate planning. Some are the result of incomplete media reports, while others arise from half-truths and exaggerations ...
05-14-2022
Life Insurance Guide for People Under 62
Life Insurance Guide for People Under 62
Life insurance protection is necessary at any age. Although the needs will be different in middle age than when younger children are in the house, it is still ...
05-13-2022
7 Best Ways to Lower Auto Insurance Cost
7 Best Ways to Lower Auto Insurance Cost
Whether looking to buy auto insurance for the first time or to get a better deal on a policy, you need to know what to look for. Having ...
05-10-2022
9 Red Flags that Could Lead to a Tax Audit
9 Red Flags that Could Lead to a Tax Audit
The IRS chooses some taxpayers and audits their tax returns every year. And an audit is examining or reviewing your informations and accounts to ensure you're reporting things correctly and ...
05-9-2022
Health Insurance for the Self-Employed: What You Should Know
Health Insurance for the Self-Employed: What You Should Know
Previous generations had access to healthcare insurance through their employers, who were often big corporations or government employers. A pension often came with the job, as well, giving ...
05-8-2022
11 Tips to Help You Protect Your Online Financial Data
11 Tips to Help You Protect Your Online Financial Data
Online banking, paying bills remotely, and mobile wallet apps have made it easier for businesses and consumers to interact with their financial services providers. But online banking has ...
05-7-2022
How Do Wealthy People Get Away With Not Paying Their ‘Fair Share’ of Taxes?
How Do Wealthy People Get Away With Not Paying Their ‘Fair Share’ of Taxes?
By Gene Marks Just last month it was revealed from an investigation of IRS data by media platform ProPublica that—surprise, surprise—the wealthiest of the wealthy (Bezos, Buffet, Musk, etc.) ...
05-7-2022
What It Takes to 10X Your Net Worth from $0 to $100K
What It Takes to 10X Your Net Worth from $0 to $100K
When you hear the word wealth, what is the first thing that comes to mind? Mansions? Designer clothing? Luxury cars? Dining out at exclusive restaurants? Growing up, I ...
05-6-2022
How to Reduce Your Taxes for 2023—Tips for Families With Children
How to Reduce Your Taxes for 2023—Tips for Families With Children
Raising children can be expensive and it's not getting any cheaper. One excellent place to start keeping more money for your family is to pay less in taxes. ...
05-5-2022
Tips for Creating a Successful Revocable Living Trust and What to Avoid
Tips for Creating a Successful Revocable Living Trust and What to Avoid
A revocable living trust helps you pass your assets on to your designated beneficiaries. What makes it attractive is that it can be changed at any time and ...
05-3-2022
What to Do If There’s a Mistake on Your Business Taxes
What to Do If There’s a Mistake on Your Business Taxes
For small-business owners, preparing an income tax return is far from simple, which can increase the chances of making a mistake. Here are six steps that small-business pros ...
05-2-2022
Best Life Insurance Options for Seniors
Best Life Insurance Options for Seniors
Everyone should have some form of life insurance, and this is especially so for seniors. Being prepared for that inevitable day helps give your loved ones some comfort ...
04-30-2022
Why Business Owners Need an Estate Plan
Why Business Owners Need an Estate Plan
Running a business is not easy nor does it leave a lot of leisure time for business owners. Typically they must work long hours regardless of whether or ...
04-30-2022
Best Ways to Use a Tax Refund
Best Ways to Use a Tax Refund
By the first of May you have either received your tax refund or are checking every day to see if it has been deposited to your account or ...
04-29-2022
Tweak Your Tech Settings to Protect Your Privacy
Tweak Your Tech Settings to Protect Your Privacy
So much of our sensitive personal data is being tracked and sold that trying to protect our privacy can seem like a pointless exercise. We can disable the ...
04-29-2022
5 Trending Captive-Insurance Considerations for 2022
5 Trending Captive-Insurance Considerations for 2022
By Randy Sadler If 2020 and 2021 showed us anything, it’s that the unexpected can and will happen—whether it’s a global pandemic, a cargo ship blocking one of the ...
04-28-2022
Biden’s Proposal to Limit Like-Kind Exchanges Impacts Small Business
Biden’s Proposal to Limit Like-Kind Exchanges Impacts Small Business
By Tom Wheelwright  If you’ve ever owned real estate, you’ve likely heard of the 1031 exchange, also known as a like-kind exchange. Essentially, this allows business owners or investors ...
04-25-2022
Why Do You Need a Living Trust
Why Do You Need a Living Trust
Passing on assets to one’s kin after passing away can be done several ways. Making a will is the most common method. It successfully passes your possessions to ...
04-24-2022
7 Types of Insurance for a Secure Retirement
7 Types of Insurance for a Secure Retirement
“No well-planned retirement should be without long-term care insurance. It is the very cornerstone of retirement security.”–Suze Orman Retirement is regarded as the golden period of one’s life. ...
04-24-2022
Is Long Term Care Insurance Right for You?
Is Long Term Care Insurance Right for You?
Purchasing any type of insurance can be seen as a gamble. Am I going to need it? How much do I need? Am I just throwing my money ...
04-23-2022
Top 5 Richest Presidents in US History
Top 5 Richest Presidents in US History
What would be considered the most esteemed job in the world? For many, this would be holding the office of President of the United States of America. Although ...
04-23-2022
Smart Home Devices Could Save You Money on Home Insurance
Smart Home Devices Could Save You Money on Home Insurance
A smart thermostat can turn up the heat in your home before you roll out of bed. A smart speaker can play your favorite podcasts with a voice ...
04-22-2022