TAX AND FINANCIAL PLANNING ARTICLES

Interesting Section 529 Plan Websites
Interesting Section 529 Plan Websites

Consider the Benefits of Long-term Care Insurance
Consider the Benefits of Long-term Care Insurance

Planning for Incapacity With a Durable Power of Attorney
Planning for Incapacity With a Durable Power of Attorney

Interesting Investment Websites
Interesting Investment Websites

Life Insurance Strategies for Individuals and Business Owners
Life insurance can be a valuable tool for you both individually and as a business owner to save taxes, recover from the loss of a key executive, and successfully exit your business. Here are a few ideas for using life insurance you might find beneficial.

Setting Investment Goals
Establishing investment goals is an important step in developing your financial plan. In one sense, goal setting is a separate and distinct step in the investment planning process.

Penalty-free IRA Withdrawals for First-time Homebuyers
Are you looking for a new home, but are a little short of cash for the down payment and closing costs? A penalty-free withdrawal from your IRA may be the solution to your cash flow problem if you can qualify as a first-time homebuyer.

Benefits of a Living Trust
Revocable living trusts are very popular and can provide several benefits. Still, a lot of misconceptions exist about the benefits of these trusts and how they operate.

Disability Insurance - You Don't Want to Live without It!
Despite the terrible death toll from the recent national tragedy, individuals in the workforce are roughly four times more likely to become disabled during a year than to die.

College Financial Aid Resources on the Web
After the holidays, it will be time to turn your attention to gathering your income tax information and, if you have college-age children, applying for financial aid.