How a Life Insurance review may save you money

unsplash-familybAn insurance coverage review is a periodic reassessment of your insurance need. The main objectives are to confirm that the level of insurance coverage you have is still adequate, to alert you to shortages in coverage that can occur due to changes in your life, and to ensure that any cash value policies are performing as expected. Continue reading

2018 Tax Postmortem: Making Sense of the Changes

unsplash-tax1bThe Tax Cuts and Jobs Act (TCJA), which passed in December 2017, made fundamental changes to the U.S. tax code, and 2018 returns were the first time most taxpayers could see the practical impact of these changes.

In an April 2019 Gallup poll, 43% of Americans said they were unsure how the new tax law affected them personally.

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