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Personal Finance Tips for Military Families

While the financial situation of military personnel and their families mirrors the general population in many respects, heavy indebtedness a

9 Facts About Social Security

Social Security’s been a fact of retirement life ever since it was established in 1935. We all think we know how it works, but how much do y

Variable Universal Life Insurance

Variable universal life insurance is permanent life insurance—it remains in force for the policyholder's whole life. And, as with universal

A Cheat Sheet for Sending Your Kid to College

College marks a great milestone in a child’s life. It may be the first time he or she will live away from home. Dropping off your child at c

A Decision Not Made Is Still a Decision

Whether through inertia or trepidation, investors who put off important investment decisions might consider the admonition offered by motiva

A House Divided

The latest research suggests that divorce rates in the U.S. have been falling in recent decades. Still, many people face the difficult cross

How To Create Tax-Free Wealth

The average 401(k) exposes your money to 50% losses. What would losing HALF your retirement savings money mean to your future? Imagine what

Unknowingly Disinherit Your Spouse? New Tax Law Changes.

Massive changes introduced by the SECURE Act (effective Jan. 1, 2020) have made many estate strategies outdated. If you haven’t created ...

Asset Allocation

The idea behind asset allocation is to offset any losses from one class with gains in another, and thus, reduce the overall risk of the port

Understanding the Basics of Medigap Policies

Medicare coverage can be a critical component for living a healthy life in retirement, as well as for maintaining your financial......

Social Security Benefits: How Much Will I Receive

The decision of when to take Social Security versus retirement plan benefits might change significantly if taxes are considered. A result...

4 Steps to Protecting a Child with Disabilities

Raising a child is expensive and can cost a quarter of a million dollars, not including college. For a child with special needs, that cost..

Understanding Long-Term Care

When it comes to addressing your long-term care needs, many look to select a strategy that may help them protect assets, preserve dignity...

The Limitations of Medicare and Medicaid

More than 75% of family caregivers incur thousands of dollars in chronic illness out-of-pocket expenses.

Revising Estate Strategy Assumptions

When the rules of the game change, tactics should follow in response to the new landscape. While estate tax exemptions have ridden an.....

How to Appeal Your Property Taxes

Between 30 percent and 60 percent of taxable property has an inflated assessment, which may lead to higher property tax bills. Moreover,

An Overview of Renter’s Insurance

Renters sometimes overlook the need for insurance based on the belief that they may not have a significant amount of personal possessions, o