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September/October 2018

Capital Gains and Your Investment Portfolio

As we approach the last quarter of the year, tax-smart investors typically review their portfolios to determine which investments to hold and which ones to sell. When you conduct this exercise, you should understand a few basics about capital gains taxes.

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Health Insurance Terms to Know

When it comes to health insurance, the more you know, the better. Here are a few terms you may not fully understand.

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Break that Spending Habit

If you regularly spend more money than you make, you have company. According to the Federal Reserve Bank of New York’s Center for Microeconomic Data, Americans’ total household debt rose $193 billion to a record $13.15 trillion at the end of 2017. Among the contributors: credit card balances shot up 3.2% for the year.

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A Smart Use of Business Dollars

As a business owner, you’ve worked hard to get to this point in your life. But can you be sure that your business can continue to provide for you financially for the long term? If you haven’t already done so, consider creating your exit strategy.

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Life Insurance Statistics

The following 2017 Insurance Barometer Study is from LIMRA, the financial services industry organization that measures such attitudes and trends, and the nonprofit Life Happens.

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Five Truths to Know about Life Insurance

September is Life Insurance Awareness Month, a time like any other when we can come up with several excuses to either not own life insurance or not own enough. Here’s to setting the record straight:

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Protect Yourself Online

October is National Cyber Security Awareness Month, a good time to make sure to protect your loved ones, your business and yourself from a host of increasing cyber threats. Here is a sampling of advice from the U.S. Department of Homeland Security to help protect you online:

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Time to File That FAFSA

The Free Application for Federal Student Aid (FAFSA),is the form that parents of college students must complete each year to see if their student qualifies for federal grants, loans, and work-study funds.

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Rules of the Road

If you’re nearing your retirement date, it’s a good idea to learn the rules about taking required minimum distributions (RMDs) from individual retirement accounts (IRAs) and 401(k) plans.

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Consider this Retirement Income Option

As Baby Boomers near retirement, they may feel uneasy about the lack of guarantees offered by the investments in their employer-sponsored 401(k) plan. Increasingly, some plan sponsors are addressing this concern by offering plan participants an opportunity to annuitize all or a part of their plan balance.

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