Since the sale of life insurance began in the US in the late 1760s, it was purchased generally for its “Death Benefits.” In other words, its purpose was to provide survivor benefits for those who were left behind in the event of one’s death. While this is an important considerationContinue Reading

Now that you’ve had time to recover from the April 15 tax trauma, let’s examine the ever-popular strategy of “making money by saving on taxes.” This is an easy one – it doesn’t exist. I know, your accountant said, “If you contribute to your IRA or 401k before filing day,Continue Reading