Mutually Speaking
Four Tax Tips for Military Members
Taxes are confusing, and when your career involves several relocations, income earned in multiple states (and countries), and a variety of benefits that come from different sources, they can become even more complex. The good news is that serving in the military comes with a number of tax advantages. Once you know about them, preparing…
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Understanding Survivors’ and Dependents’ Educational Assistance
Survivors’ and Dependents’ Educational Assistance (DEA), also known as “Chapter 35...
The Civilian Health and Medical Program of the Department of Veterans Affairs
The Civilian Health and Medical Program of the Department of Veterans Affairs (CHAMPVA)...
The Importance of Fixed Income in Retirement
Retirement income planning strategies have long used “the 4% rule” developed by William...
Two Retirement Benefits of Fixed Annuities
Saving for retirement can be complicated, but it doesn’t have to be. An annuity can do...
Tax Implications of 1035 Exchanges
Typically, when a policy owner withdraws money from or surrenders (cancels) a permanent...
What to Expect from a Life Insurance Medical Exam
When you apply for life insurance, you may be asked to undergo a medical exam. This exam...