10 Tax Filing Mistakes Tax filing mistakes can cost you money. Whether that is missing out on a large refund or owing more in taxes. There are 10 tax filing mistakes we will review so you can avoid them when completing your taxes. 1. Basic Mistakes Many mistakes are simple. For example, misspelling names [...]
How to Choose Life Insurance Purchasing life insurance is an important part of your financial plan. But it can feel like an overwhelming process. In this article, we will go oversteps on how to choose life insurance. Figuring Out What You Need The first thing you need to choose about life insurance is how much [...]
Savings vs. Investing Saving and investing are both crucial elements of successful financial planning. They both serve different purposes and come with pros and cons. In this article, we will compare savings vs. investing and how to best utilize them for your personal finances. Saving Saving is the process of putting money aside into [...]
8 Costly Estate Planning Mistakes The goal of estate planning should be to transition your assets to your loved ones in as seamless of a manner as possible. There are mistakes that may cause you to veer of course. But they come with simple fixes. In this article, we will go over 8 costly [...]
Earned Income Tax Credit The earned income tax credit is a refundable tax credit for low to moderate income families. In this article, we will go over the basics of the earned income tax credit. Who Can File To be able to file for the earned income tax credit, you must have made at [...]
8 Things You Should Know About Long Term Care Insurance Long term care insurance is a special type of insurance that can cover you financially in the instance that you require costly long term care. In this article, we will go over 8 things you should know about long term care insurance. 1. You Will [...]
Five Years Before Retirement-What You Need to Know Five years before retirement is a critical juncture. If you are prepared, all you must do is maintain your retirement program. However, if you find out you are not prepared, you may need to make modifications to your retirement plan or retirement date. In this article, [...]
Testate Verses Intestate Probate Testate and intestate probate are two forms that probate can take. Which one you use will have a bearing on how the probate plays out. In this article, we will compare testate verses intestate probate. Testate Probate If an estate has a testate probate that means someone died with a [...]
Filing Taxes for a Family Filing taxes for a family can be complex. There are many variables that need to be taken into consideration. In this article, we will go over some of the variables involved when filing taxes for a family. Filing Status You have five filing statuses to choose from. Which one [...]
10 Things You Need to Know About Annuities Annuities are commonly misunderstood. But they can be useful investment planning tools. In this article, we will go over 10 things you need to know about annuities to be in a better place to utilize them properly. 1. What is an Annuity? An annuity is a [...]
