Inventorying Your Possessions Presented by Marc Aarons Only four in ten Americans have a home inventory, despite the fact that 3.4 million Americans were displaced by natural disasters in 2022.1,2 It’s great to have insurance against damage and loss, but if you can’t show proof of your possessions, it may result in a protracted settlement […]

How to Make the Tax Code Work for You Presented by Marc Aarons By May 20, 2022, over 145 million taxpayers had dutifully filed their federal income tax returns. And they all made decisions about deductions and credits – whether or not they realized it.1 When you take the time to learn more about how […]

Retirement Seen Through Your Eyes Presented by Marc Aarons How do you picture your future? Some see retirement as a time to start a new career. Others see it as a time to travel. Still others plan to spend more time with family and friends. With that in mind, here are some things to consider. […]

Estate Management Checklist Presented by Marc Aarons Do you have a will? A will enables you to specify who you want to inherit your property and other assets. A will also enables you to name a guardian for your minor children. Do you have healthcare documents in place? Healthcare documents spell out your wishes for […]

A Cheat Sheet for Sending Your Kid to College Presented by Marc Aarons College marks a great milestone in a child’s life. It may be the first time he or she will live away from home. Dropping off your child at college may be an experience loaded with emotions, so here are a few tips […]

Four Really Good Reasons to Invest Presented by Marc Aarons Forty-two percent of Americans do not own any stocks or stock-related investments, according to a recent Gallup poll.1 Individuals may cite different reasons for not investing, but with important long-term financial goals, such as retirement, in the balance, the reasons may not be good enough. […]

Understanding FDIC Insurance Presented by Marc Aarons It’s natural to wonder exactly how a bank safeguards your money. Fortunately, the Federal Deposit Insurance Corporation (FDIC) insurance exists for this very reason: to help protect your funds once deposited. Read on to explore the purpose of FDIC insurance, how it works, and what it covers. What […]

Does Your Child Need to File an Income Tax Return? Presented by Marc Aarons As parents, we encourage our children to work, so they can learn important values about work and independence. At what point, if at all, do children need to file an income tax return for the money they earn? The IRS does […]

Estimated Tax Payments Presented by Marc Aarons You May Need to Make Estimated Tax Payments If: You may have to make estimated tax payments if you earn income that is not subject to withholding, such as income from self-employment, interest, dividends, alimony, rent, realized investment gains, prizes, and awards. You also may have to pay […]

How Will Working Affect Social Security Benefits? Presented by Marc Aarons In a recent survey, 70% of current workers stated they plan to work for pay after retiring.1 And that possibility raises an interesting question: how will working affect Social Security benefits? The answer to that question requires an understanding of three key concepts: full […]