Remember the days before self- service when you could drive your car to a gas pump and tell the attendant to “fill ‘er up”? There are good reasons to take the same approach to selling securities before the end of the year. If you’re careful to fill up your lower...
When was the last time you reviewed your life insurance policies? If you’re like most people, you’ve probably stashed your policies in a drawer, filing cabinet, or safe deposit box where they’ve been gathering dust. But you should review your...
Do you have elderly parents or in- laws who still live alone? They may have started to show signs of needing assistance on a regular basis, and before the situation becomes dire- with a fall resulting in a broken hip or worse,-it makes sense to investigate other...
Tax experts have warned that the new 3.8% Medicare surtax- which applies to “net investment income” (NII)-can be a formidable tax obstacle for upper- income investors. But the NII tax isn’t just a concern for individual taxpayers. It also may affect trusts...
Federal income taxes can take a big bite out of your income, but they aren’t your only tax concern, particularly if you’re about to retire. Don’t forget to take state and local income taxes into account. For instance, if you’ll be relying less...
