Life-insurance
Latest
-
A Financial Planner's Guide to Open Enrollment
Employee Benefits As you read up on your health insurance, life insurance and other options for 2019, here are five tips to help get the most out of your workplace benefits.
By Michael Aloi, CFP® Published
Employee Benefits -
Time to Reassess Your Life Insurance After Tax Reform
retirement The new tax law is prompting policyholders to review their life insurance to see if the coverage still makes sense.
By Eleanor Laise Published
retirement -
Myth: Life Insurance is NOT Taxable
insurance The reality is that life insurance is treated as an asset in your estate. And if the payout pushes your estate past federal or state estate tax exclusion limits, it could trigger a hefty estate tax bill. If this is a concern, you may want to consider an irrevocable life insurance trust.
By Ken Moraif, MBA, CFP®, CRPC® Published
insurance -
New Tax Rates Could Provide Push to Help Defuse Your 'Tax Time Bomb'
taxes If 401(k)s and IRAs make up the majority of your retirement savings, with today's lower tax rates, it could make sense to steer more of your money into Roth accounts or properly structured and funded life insurance policies.
By Bob Fugate, CFP Published
taxes -
Why I Love My Whole Life Insurance Policy
life insurance While they may not be for everyone, I feel like buying a whole life policy was one of the best financial planning decisions I ever made.
By Michael Aloi, CFP® Published
life insurance -
Smart Life Insurance Strategies for Young Buyers
insurance Buy the right life insurance plan now to avoid scrambling to find coverage later.
By Kimberly Lankford Published
insurance -
What to Do When Your Term Life Insurance Is Expiring
insurance Many families are discovering that a 20-year term for a life insurance policy isn’t enough.
By Kimberly Lankford Published
insurance -
5 Financial Tips for New Parents
retirement In between naps, feedings and burpings, here are five things you should do when you bring home your bundle of joy.
By Jason R. Cross, CFP®, CTFA Published
retirement -
What to Do with an Old Life Insurance Policy
insurance Is that life insurance policy you bought decades ago still serving a good purpose once you retire, or could you be doing something better with it?
By Michael Aloi, CFP® Published
insurance