Advice, Financing, Tax Planning Social Security and Taxes: How Much Will the IRS Keep? If you’ve spent decades watching Social Security taxes come out of every single paycheck, we have some news to share. Estate Planning Planning for Your Future: Personal Estate Planning Estate planning has a way of making people want to change the subject. It sounds cold, complicated, and a little overwhelming. Insight A New Chapter for Investa Growing up, my father taught me a timeless lesson: taking care of your finances matters, and having an advisor you can trust makes all the difference. Insurance A Home Insurance Claim: To File Or Not To File Learn when it may not make sense to file a claim on your home insurance. Estate Planning When Do You Need a Will? When do you need a will? The answer is easy: Right Now. Estate Planning Grantor Retained Annuity Trusts (GRATs) Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy. Estate Planning Managing an Inheritance A windfall from a loved one can be both rewarding and complicated. Estate Planning Problems with Probate Probate can be a completely public process, or it can be managed to include as little information as possible. Tax Planning You May Need to Make Estimated Tax Payments If… Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes. Money The History of Currency Currency has been around for a long time. Here's a quick history lesson. Money Pay Yourself First It sounds simple, but paying yourself first can really pay off. Money What If Your Kids Decide Against College? Rising college costs prompt students to seek alternatives; 529 account funds can be used for other education options. Load More
