Finance
Insurance
Disability and Your Finances
Tip: Business Interest. Businesses may purchase disability insurance to protect a business or dissolve its assets if an important employee or owner becomes disabled.The Social Security Disability Insurance program paid out $141.7 billion in benefits in 2014. And with...
Assess Life Insurance Needs
Tip: Final Cost. Paying for a funeral can be a financial burden on a family. Make sure your estate management will provide your loved ones with sufficient funds to cover this important cost.If your family relies on your income, it’s critical to consider having...
Investing, Credit & Retirement
Planning for Special Needs Children
It has been said that the best inheritance we can give our children is a few minutes of our time every day. It’s also true, though, that our children will not always have us in their lives.Children with special needs may require lifetime assistance, which can...
A Brief History of Estate Taxes
Tip: Regardless of your net worth, it’s critical to understand your choices when developing an estate strategy.Federal estate taxes have been a source of funding for the federal government almost since the U.S. was founded.In 1797, Congress instituted a system...
Critical Estate Documents
Financial Documents What does it do? Enables you to own property jointly with another person Authorizes someone to handle legal and financial decisions if you become incapacitated Holds your belongings until your death Can it authorize someone to handle your financial...
Important Birthdays Over 50
Tip: Average Benefit. In 2016, the average monthly Social Security benefit for a retired worker was about $1,345. Source: Social Security Administration, 2016Most children stop being “and-a-half” somewhere around age 12. Kids add “and-a-half“...
Traditional vs. Roth IRA
Tip: Not Quite Anything. IRAs are free to invest in just about anything, except collectibles such as artwork, rugs, antiques, gems, stamps, and coins, for example.Traditional IRAs, which were created in 1974, are owned by roughly 31.1 million U.S. households. And Roth...
Money Wise & Savings
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