Taxes & Insurance

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Using Custodial Accounts for Children

Published: May 10, 2011

Using custodial accounts to hold assets for children is simple, inexpensive, and effective for income tax savings. There are drawbacks, …More

Taking Deductions for Medical Expenses

Published: April 4, 2011

You may be able to deduct money you spend for a parent’s medical expenses. Beyond parents’ health care costs, medical …More

Helping a Charity and Your Tax Bill

Published: March 2, 2011

Making charitable donations with appreciated securities is a solid strategy. If you have owned the stocks or fund shares more …More

Protecting Yourself in Car Rental Insurance (Published: February 1, 2011)

Challenging a Property Tax Bill (Published: January 11, 2011)

Deciding on Travel Insurance (Published: December 1, 2010)

Keep Liability Coverage on Your Car (Published: November 2, 2010)

Drawing Down Retirement Accounts (Published: September 28, 2010)

Deferring Taxes with an Annuity (Published: September 3, 2010)

Shining Light on Illustrations (Published: August 10, 2010)

Winning the Waiting Game (Published: July 7, 2010)

Using Insurance to Provide for Parents (Published: June 9, 2010)

Explore Shared LTC Coverage (Published: May 19, 2010)

Tax-Free Trades with Annuities (Published: April 15, 2010)

When Home Improvements are Deductible (Published: March 4, 2010)

Understanding Terms of a Disability Policy (Published: February 3, 2010)

Protections for Policyholders (Published: January 13, 2010)

Real Estate Exchanges (Published: December 14, 2009)

Donating Unneeded Life Insurance (Published: November 17, 2009)

Investment Losses and IRAs (Published: November 17, 2009)

Safe and Sound with Living Benefits (Published: November 17, 2009)

Charity and the Home (Published: August 1, 2009)

Using Donations to Avoid Taxes (Published: June 1, 2009)

Donating a Life Insurance Policy (Published: May 1, 2009)

Examine Life Insurance Options (Published: April 1, 2009)

Strategies for Investment Properties (Published: March 1, 2009)

IRA Distribution Strategies (Published: February 1, 2009)

Tax Implications of Down Market (Published: December 1, 2008)

Benefiting from Investment Losses (Published: November 1, 2008)

Tax Considerations of Mutual Funds (Published: October 1, 2008)