Taxes & Insurance

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Hitching Your Advisers Together as a Team

Published: September 7, 2022

You may have an attorney and an accountant and possibly a financial planner. If so, you might be getting good …More

Keeping Your Children Insured while away at College

Published: July 27, 2022

If have a student living away from home for college or will starting in the fall, check your own insurance …More

Tax Considerations when Investing on Behalf of a Child

Published: July 6, 2022

For those with minor children, there are several strategies to pursue for better tax management of money for them. * …More

Cutting Costs for Disability Insurance (Published: June 1, 2022)

Ways to Drive Down Auto Insurance Costs (Published: May 3, 2022)

Home Add-Ons that Can Lower Your Insurance Costs (Published: April 6, 2022)

Key Points for Long-Term Care Insurance Purchases (Published: February 22, 2022)

Signs That Taxes on Your Home May Be Too High (Published: February 1, 2022)

Choosing a Preferred Structure of Life Insurance (Published: January 6, 2022)

Reducing Taxes on Investment Gains (Published: December 1, 2021)

The Flexibilities of Using Variable Life Policies for Savings (Published: November 1, 2021)

Using Life Insurance to Pass Money Up a Generation (Published: October 6, 2021)

Protecting Your Home Like the Asset That It Is (Published: August 31, 2021)

Challenging a Property Tax Assessment (Published: July 28, 2021)

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)