
Four Reasons to Review Your Life Insurance Needs
You may have purchased life insurance years ago and never gave it a second thought. Or perhaps you don't have life insurance at all and...

Company Stock and Your Retirement Strategy
The opportunity to acquire company stock — inside or outside a workplace retirement plan — can be a lucrative employee benefit. Your...

Life Insurance Beneficiary Mistakes to Avoid
Life insurance has long been recognized as a useful way to provide for your heirs and loved ones when you die. Naming your policy's...

Stock Market Risks in 2nd half of 2021
Promising a patient approach, the Federal Reserve stated that it would not raise interest rates until the labor market fully recovers and...

Child Tax Credit for 2021: Will You Get More?
If you have qualifying children under the age of 18, you may be able to claim a child tax credit. (You may also be able to claim a...

Young Adults Are More Likely to Lack Health Coverage
Children are often covered by a parent's health plan or by public health insurance such as the Children's Health Insurance Program...

Reasons to Keep Your Personal and Business Finances Separated
If you are launching a new business venture, you may wonder whether it's necessary to open a dedicated bank account for your business....

New Changes to College Financial Aid and Education Tax Benefits
In late December 2020, Congress passed the Consolidated Appropriations Act, 2021, another relief package in response to the pandemic. The...

Due Date Approaches for 2020 Income Tax Returns
Tax filing season is finally coming to an end. If you haven't done so already, you'll want to start pulling things together — that...


Tax Filing Information for Coronavirus Distributions
In March 2020, Congress passed the Coronavirus Aid, Relief, and Economic Security (CARES) Act. The legislation included a provision that...