Minimizing your potential income taxes requires a regular review of your financial picture and the current tax reduction strategies available to you. In fact, tax planning can be a year-round activity. We provide you with a smart list of Read More...

Presented by Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: In general, life insurance death benefits are exempt from taxation. If, however, you Read More...

Presented by Ben Murphy, CPA, PFS™, CPFA® : Life insurance delivers cash to beneficiaries when it’s needed most. Plus, if the policy is properly Read More...

Presented by Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: Rule 1: When in doubt, refer to the trust document; an investment policy for a trust Read More...

Premature distributions from IRAs taken prior to age 59 ½ are generally subject to a 10 percent penalty. The purpose of this penalty is to prevent Read More...

Presented By Tom Kennedy, CFP®: Minimizing your annual income taxes requires a regular review of your overall financial position. With the season Read More...