Tax tips for married couples
When you sit down to work on their 2023 income tax returns, you're likely going to notice a few changes. From wider tax brackets and a significant increase in the…
Are you missing these 5 small business tax deductions?
While taxes can’t be escaped, there are ways to help lessen the impact. When it comes to managing your own firm’s tax situation, remember these IRS tax reform provisions that…
Top 5 index factors to consider
Despite sharing the same basic structure, all fixed indexed annuities (FIAs) are not created equally. While the S&P 500® is the most popular benchmark index for FIAs, a growing segment of…
Create financial resolutions that can lead to results
While setting goals is a great way to move toward what you want in life, New Year’s resolutions are not always easy to keep. Research shows that nearly a quarter…
Tax breaks for people 50 and over
If you’re like many employees, you regularly set aside a portion of your paycheck to help build your retirement savings for the future. And if you’ve chosen a pre-tax retirement…
Make the most of your cost-of-living adjustment
If you are retired and receiving a pension or a retiree receiving Social Security benefits, you can usually look forward to a cost-of-living adjustment (COLA) at the start of each…
Why many baby boomers are now becoming homeless at a high rate
Many baby boomers across the country are now coming to terms with the hard reality that working for your entire adult life is no longer enough to guarantee you’ll have…
4 financial tips for the sandwich generation
More than half of middle-aged Americans are currently “sandwiched” between raising children and/or financially supporting adult children and caring for aging parents. Known as the Sandwich Generation, this group of…
How to avoid caregiver burnout
As the number of older Americans continues to increase, so does the need for caregivers. Many adults in their 40s and 50s are taking on this responsibility, while also managing…