Do I Need Life Insurance? How to Choose Life Insurance Coverage and When to Reassess Your Needs
By Matt Lewis, Vice President, Insurance Just because we express a desire to do something, doesn’t mean we’ll do it.
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What to Expect When You’re Expecting Social Security to Run Out of Money
When a problem is 14 or 15 years away, there’s not great urgency to fix it. But when that problem comes within a decade, that’s a different story. You’ve likely read that the Social Security trust fund is going to run out of money by 2034, but with the looming Trustees of the Social Securit …
5 Risk Factors to Watch in the Third Quarter of 2021
Though we’re still in the midst of the COVID-19 pandemic, with the number of vaccinations increasing and the great reopening upon us, we’re reemerging from our bunkers in full force.
What to Consider if You Receive the Monthly Child Tax Credit Payments
The first payment of the Child Tax Credit started hitting bank accounts on July 15 and will continue every month for the rest of 2021.
3 Succession Planning Strategies for Business Owners Who Want to Protect Their Legacy
If you’re a business owner, you have far more than money invested in your work. You may be the first to open the door in the morning and walk in on a floor that you’ve mopped yourself.
Knowing When to Update Your Estate Plan
From the family tea set to the most complex estate, transferring wealth – of whatever size and definition – couldn’t be more common. What’s less common but just as important is outlining a specific plan and updating it as circumstances change.
How Financial Scams Work, and How to Keep Yourself Safe No Matter Your Level of Wealth
Editor’s Note: This article was updated in June 2021. In the late 1920s, an enterprising Bostonian started selling subdivisions in the sunny ‘burbs of Florida. Promising orange trees in the backyard and rolling waves out the front door, he sold plots – sometimes 23 an acre! – near bustling …
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8 Legitimate Tax Loopholes You May Be Missing
As you reflect on the past year in preparation to meet with your accountant, consider these loopholes that may help you dodge the taxman.
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