Investment
Windfalls and your taxes
When you receive a windfall — whether it’s an inheritance from a relative, winnings from the lottery or gambling, or proceeds from a legal settlement…
Tax efficient investments to offset higher rates
Experienced money managers like to say you shouldn't "let the tax tail wag the investment dog," meaning you shouldn't let concerns about the tax effects…
Six ways to optimize your retirement portfolio in 2013
You may be waiting to optimize your retirement portfolio, thinking that you should know what's going on in Washington and Europe before you act.However, there…
5 Things to know about taxes and investments | Video
Uncle Sam seems to have his hand in every dollar that we make. And investments are no different. However, there are ways that you can…
Tax tips for the end of the year
While you may be focused on hunting holiday presents, this is the time of year when you need to be thinking about the April 15…
What the dreaded “Fiscal Cliff” means for you
Don't jump off the fiscal cliff ' learn about it! With everyone talking about the fiscal cliff these days, it’s easy to worry we…
What are life insurance policy provisions?
Life insurance policy provisions describe or explain various features, benefits and conditions of your life insurance policy. Provisions in your life insurance policy also stipulate…
Q&A: What is using cash value life insurance for retirement savings?
One of the more popular uses for cash value life insurance is to save for your retirement.Cash value life insurance refers to a wide variety…
