Accidents can be rare but devastating, and you could be held legally responsible if someone is injured on your property. Is your umbrella big enough? Standard liability policies may not be sufficient to protect your assets in a high-dollar judgment.
Navigating pension payout options can be complex, especially when considering your spouse’s future. If you have a traditional pension plan, understanding the benefits of a single-life annuity versus a QJSA is crucial.
Unlock the hidden power of Health Savings Accounts (HSAs)! Discover how this underutilized tool can supercharge your retirement savings with unique tax advantages. Learn who qualifies, the triple tax benefits, and how HSAs can serve as a supplemental retirement plan. Maximize your savings and plan for a healthier, wealthier future!
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Jim Crone, CFS®, CLU®, Director of Insurance Planning, and Associate Giuliana Barbagelata, CFP®, to discuss how life insurance can help wealthy families who may be susceptible to estate tax issues—especially if the generous estate tax exemption limits expire and revert to 2017 levels.
Planning your life insurance beneficiaries? Watch out for these traps: not naming one, having it paid to your estate, naming a minor, or disqualifying a beneficiary from government assistance. Learn how to avoid unintended consequences
Unlock the Benefits of a Health FSA! Learn how an FSA empowers employees to tackle medical expenses tax-efficiently. No federal income or employment taxes on contributions, and reimbursements for qualified medical expenses are tax-free.
With wildfires, hurricanes, and heatwaves, the U.S. faced a surge in billion-dollar weather disasters. Now, homeowners are grappling with rising insurance costs, coverage restrictions, and policy nonrenewals. Learn how to navigate nonrenewals, engage with insurers, and secure your home.
Imagine safeguarding your family’s future even if the unexpected happens. That’s where life insurance steps in. Discover the basics of life insurance coverage—your key to ensuring a financial safety net for your loved ones.
Chief Investment Officer Troy Harmon, CFA, CVA, Managing Associate Melanie Wells, CFP®, and Associate Clay Norman, CFP®, explain that insurance is the foundation of a solid financial strategy, providing protection and peace of mind in the face of unexpected events that could otherwise undermine financial stability.
The Inflation Reduction Act of 2022 included provisions intended to lower prescription drug costs for Medicare enrollees. For the first time, the federal government will negotiate lower prices for some of the highest-cost drugs covered under Medicare Part B and Part D.
