Money
Featured Articles
Want to Avoid Probate? Take Care of Your Home Title!
Everyone knows that avoiding probate is one of the primary advantages of creating a revocable trust...but transferring title of your home into your trust is a necessary step that must be done properly in order to "avoid probate." Read more...
To roll or not to roll?
That's the question facing retirees. Should they keep their savings in a company retirement plan, move the cash into an IRA, or take the money and run? Each choice has significant implications for taxes, estate planning and investment growth. Read more...
Be On The Alert For Scams Targeting Elders
Seniors need to be aware of the scam artists who prey on the elder population with financial assets. They sound so nice. They offer to help you. But what they don't tell you is they're really salespeople, trying to get you to buy things you don't need. Read more...
They Won't Just Write You a Check
People often think if they have a disaster, they’ll just get a check in the mail for the amount of their coverage. But most insurance companies won’t just cut you a check without a list of the items you are seeking to have replaced. Read more...
Are you properly insured?
If you faced a loss of your belongings through fire, theft or natural disaster, would your personal property insurance coverage be sufficient to replace everything? Compile a home inventory to give you the answer. Read more...
Uninsured Loss Might Be a Tax Deduction
Have you discovered you were uninsured or underinsured after you experienced a theft, tornado, fire, etc? You may be able to claim your loss on your income tax return. Read more...
8 Reasons To Know What You Own
Most people know it's essential to have a home inventory to prove ownership of property after a tornado, fire, hurricane, burglary, etc. But there are many other situations where having this information would prevent devastating results. Read more...
The Top 5 Insurance Myths
Insurance policies can be as difficult to read as any other legal document, resulting in a high proportion of policyholders not understanding what their policies actually cover. Here are some of the most common misconceptions. Read more...
Tax Rates and IRA Conversions
When making a tax decision on converting a traditional IRA to a Roth IRA you should consider your personal income tax situation: will your tax rate be the same, lower or higher in the future? Read more...
Fighting Age with an IRA
Every now and then, a situation comes along that allows a taxpayer to benefit from an obscure, little known tax provision. Such was the case of "Archie" when he inherited his nephew's IRA. Read more...
