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A Brief History of Estate Taxes

Wills and Trusts | Estate Planning
Federal estate taxes have been a source of funding for the federal government almost since the U.S. was founded.

In 1797, Congress instituted a system of federal stamps that were required on all wills offered for probate when property (land,...

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Fixed or Variable Mortgage, Which Should You Pick?

Mortgage Protection Insurance

Buying a home is the single-largest financial commitment most people ever make. And sorting through mortgages involves a lot of critical choices. One of these is choosing between a fixed or variable interest rate mortgage.

True to its name, fixed-rate mortgage interest is “fixed”...

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Silver Sneakers 101

Retirement Planning | Annuity Quote

Once you turn 65, the world of Medicare opens to you, and you also gain access to its offshoot supplemental programs. You likely know about Part A, Part B, Medicare Advantage, and other sections, but you may not know...

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Potential Red Flags for Tax Auditors

Taxes | Financial Advice | Financial Planning
The IRS receives income information from employers and financial institutions. Individuals who overlook reported income are easily identified and may provoke greater scrutiny.

No one wants to see an Internal Revenue Service (IRS) auditor show up at his or...

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What’s the Buzz with Bitcoin?

Retirement Planning | Annuity Quote

Hardly a day goes by that the topic of bitcoin or other cryptocurrency assets doesn’t come up in meetings with clients and prospects or from friends and relatives who want to know, “what all the buzz is about?”

The message is the...

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Distributions from Mutual Funds: Watch Your Tax Bill

Retirement Planning | Annuity Quote

This time of year, you might glance at an account statement and see there has been an adjustment. But there may not be any cause for concern.

Many mutual funds in December pay shareholders capital gains distributions that they have accumulated throughout...

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2021 Opens With a Bang

Retirement Planning | Annuity Quote

The first week of 2021 has already had many ups and downs. Just because it’s a new year doesn’t mean that the 2020 issues go away, and so far, 2021 has been no exception to this rule.

The markets opened on January...

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January 4, 2021 Weekly Market Insights

Retirement Planning | Annuity Quote

Stocks moved higher during a holiday-shortened week of trading, capping off a turbulent, but otherwise strong year for equity investors.

The Dow Jones Industrial Average gained 1.35%, while the Standard & Poor’s 500 increased by 1.43%. The Nasdaq Composite...

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Ways to Supplement Your Medicare Coverage

Medicare | Social Security

There are a number of ways to fill gaps in your Medicare coverage and/or to get assistance with Medicare costs:

  1. Job-based insurance: If you or your spouse is still working, and you have insurance through that job, it may work with...

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The Financial Literacy Crisis

Retirement Planning | Annuity Quote
The more informed we are, the more informed our financial decisions may become.

Imagine driving a car without a basic understanding of the rules of the road or even how to operate it. Scary thought.

Here’s another scary circumstance –...

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