Schedule B-Interest and Ordinary Dividends Schedule B is an attachment to your Form 1040 that calculates your interest and ordinary dividends to see if you will owe taxes on your earnings. In this article, we will go over the basic Schedule B requirements and filing information to help you determine if you need to [...]
Common Estate Planning Terms There are certain common estate planning terms that you should be familiar with as you embark on your estate planning journey. Below you will find a categorical list of these common estate planning terms. General Estate Planning Terms Estate An estate is the total value of assets and debts that [...]
Disability Insurance Riders Disability insurance riders are a way that you can better customize your policy to fit your needs. In this article, we will go over the most common disability insurance riders and what benefits they offer. No Cost/Default Riders There are some disability insurance riders that come with your policy as a [...]
