A to-do list for preparing an estate plan and avoiding any serious omissions or mistakes. Life is complicated. Money is complicated. Now imagine someone you love getting a phone call at 1 a.m. and ...

One of the things that has become very clear to me during my time as a wedding coordinator is that DIY wedding planning checklists are very different than wedding planning checklists for other ...

Financial planning is one of those topics that leads to a condition known as MEGO. That stands for "my eyes glaze over." After all, who wants to worry much about spending wisely and saving? We work ...

It can be easy to overlook, but an estate plan is essential for nearly everyone, whether you have a lot of money or just a little. An estate plan tells your heirs and the courts how to divide up your ...

Year-end is here, and while 2019 closes and another decade begins, it’s time for brokers, carriers, and owner operators to proactively plan for 2020. Year-end is more than just preparing financials ...

Proactively reviewing your health coverage, RMDs, and IRAs can lower retirement taxes in 2025 and 2026. Here’s how.

When income is distributed to stockholders of U.S. corporations there are two levels of taxation: one at the corporate level (as adjusted net income) and one at the stockholder level (as dividend ...

Tax strategy doesn't just happen in April. While it may feel like you just filed your 2024 taxes a minute ago, the time to set yourself up for success in your 2025 taxes is now. Most high earners with ...