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1204, 2019

Minimize Taxation on Social Security Income

By |April 12th, 2019|Categories: Tax|Tags: |0 Comments

Minimize Taxation on Social Security Income Many retirees find out the hard way that social security income is taxable. But there are ways that you can minimize taxation on social security income. In this article, we will go over 5 ways to minimize such taxation. Keep Income Below Thresholds Social security income only becomes taxable if your income goes [...]

504, 2019

7 Common Probate Misconceptions

By |April 5th, 2019|Categories: Legal Documents|Tags: |0 Comments

Common Probate Misconceptions Probate is the court-supervised process of distributing someone’s assets after they pass. The process can be confusing, and most people know very little about it. Due to this fact, there are a lot of misconceptions about the probate process. In this article, we will clear up 7 of the most common probate misconceptions. #1-A Will Helps [...]

1503, 2019

6 Things to Look for When Shopping for Disability Insurance

By |March 15th, 2019|Categories: Financial|Tags: |0 Comments

Shopping for Disability Insurance Shopping for Disability Insurance can be tricky. There are so many companies, options, and add-ons that it can be confusing. In this article, we will go over six things to look for when shopping for disability insurance. These will help you to sift through some of your options. Definition of Disability Each policy will have its [...]

803, 2019

5 Common Financial Mistakes Made When a Spouse Passes

By |March 8th, 2019|Categories: Advisory|Tags: |0 Comments

Common Financial Mistakes Made When a Spouse Passes The passing of a spouse is a very stressful and emotionally trying time. Due to this, it is a bad idea to make major decisions soon after a spouse’s passing. Unfortunately, many people do not heed this warning. In this article, we will go over 5 common financial mistakes that are made [...]

103, 2019

2018 Last Minute Tax Moves

By |March 1st, 2019|Categories: Tax|Tags: |0 Comments

2018 Last Minute Tax Moves If the 2018 tax changes left you owing more than you thought you would, all hope is not yet lost. There are still some 2018 last minute tax moves available to you. In this article, we will go over three strategies that might help you save. 1. Contribute to a Traditional IRA You can make [...]

2302, 2019

You May Need to Update Your Estate Plan

By |February 23rd, 2019|Categories: Legal Documents|Tags: |0 Comments

You May Need to Update Your Estate Plan One of the top estate planning mistakes you can make is failing to update your estate plan. Not making the proper updates can wreak havoc on the best thought out plans. In this article, we will go over six reasons you would need to update your estate plan. 1. Changes in Legislature [...]