TAX • READ TIME: 3 MIN
The Internal Revenue Service estimates that taxpayers and businesses spend about 8 billion hours a year complying with tax-filing requirements. To put...
TAX • READ TIME: 2 MIN
Tax-loss harvesting means taking capital losses (selling securities for less than what you initially paid for them) to offset any capital gains you may...
TAX • READ TIME: 3 MIN
According to the most recent information available, Americans have individual life insurance with a total face value of $12.8 trillion.1
Due to a...
TAX • READ TIME: 4 MIN
When a family member passes away, there are many decisions that need to be made and many emotions to handle. The last thing anyone thinks about is...
TAX • READ TIME: 3 MIN
Between 30 percent and 60 percent of taxable property has an inflated assessment, which may lead to higher property tax bills. Moreover, typically fewer...
INSURANCE • READ TIME: 2 MIN
If your red, white, and blue Original Medicare card is lost or stolen, or you can no longer use it because it is too faded or damaged, you can...
INSURANCE • READ TIME: 2 MIN
Liability insurance for directors and officers is not just for large public companies; it can be an equally valuable risk management tool for...
INSURANCE • READ TIME: 2 MIN
Despite the overwhelming research documenting the health and behavioral consequences of underage drinking, some parents believe that allowing...
INSURANCE • READ TIME: 3 MIN
If you are new to Medicare, there are several questions you should consider while approaching or within your Initial Enrollment Period (IEP) or a...
INSURANCE • READ TIME: 4 MIN
Medicare is the federal government program that provides health care coverage (health insurance) if you are 65+, under 65 and receiving Social...
INVESTMENT • READ TIME: 3 MIN
Recent years have witnessed the mainstreaming of alternative investments for certain accredited investors. In fact, alternative investments are...
