Taxes & Insurance

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Using Life Insurance to Pass Money Up a Generation

Published: October 6, 2021

Life insurance commonly is used to provide some financial security for your spouse and then your children, passing it down …More

Protecting Your Home Like the Asset That It Is

Published: August 31, 2021

When thinking of their retirement assets, many people focus just on investment and savings accounts and overlook the fact that …More

Challenging a Property Tax Assessment

Published: July 28, 2021

Homeowners in hot real estate markets often find they are facing steep increases in property taxes. If you’re in that …More

Thinking Through a Life Insurance Beneficiary Designation (Published: June 30, 2021)

An Insurance Checkup for Parents of College Students (Published: May 26, 2021)

Tapping into Cash Value Life Insurance in Retirement (Published: May 6, 2021)

What FLTCIP Coverage Will Pay For (Published: April 8, 2021)

What You Get under FEGLI Basic (Published: March 3, 2021)

Protecting Yourself in Property Damage Claims (Published: February 4, 2021)

Assigning a FEGLI Policy Means Losing Much of the Control (Published: January 12, 2021)

Adjusting Your Withholdings for Cash Flow (Published: December 3, 2020)

How to Pick the Best FEHB Plan This Open Season (Published: November 25, 2020)

Tax-Smart Taking of Wins and Losses (Published: November 5, 2020)

FEGLI Alternatives to Protect You, Your Retirement, & Your Family (Published: October 21, 2020)

Appealing the Tax Assessment on Your Property (Published: October 7, 2020)

Variable Life Insurance as a Retirement Investment Strategy (Published: September 9, 2020)

Choosing Ownership of Your Life Insurance (Published: August 13, 2020)

Deciding on Your Life Insurance Needs (Published: July 16, 2020)

Filling the Short-Term Disability Insurance Gap (Published: June 11, 2020)

Insurance and Other Techniques for Protecting Your Assets (Published: May 11, 2020)