What are qualified charitable distributions and the related tax code.
Charitable giving is an important part of many people's financial planning. Not only does it provide support for worthy causes, but it can also offer tax benefits. One way to maximize these benefits…
Is Life Insurance Tax Free?
Life insurance is a valuable financial tool that provides financial protection to your loved ones in the event of your untimely death. Many people choose to purchase life insurance to ensure that…
What to Know About Pension Plans in Retirement
When people are young, they tend to be a bit complacent regarding retirement plans. As they age, planning for retirement naturally becomes a more pressing matter, and people begin wondering what…
Why is an estate plan important and how it ties into Financial Planning
It’s a common misconception that you need to be extremely wealthy to have an estate plan. That’s not the case—it’s a good idea for everyone with assets to prioritize estate planning. If you’re…