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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Types and Features of Annuities
Most people want to live comfortably in retirement. Annuities allow you to achieve that...
The Basics of 529 Plans
A 529 plan, also called a qualified tuition plan, is a tax-deferred savings and...
What Happens When You File a Life Insurance Claim
As the beneficiary of someone’s life insurance policy, you understand that at some...
Choosing Beneficiaries
An important part of applying for a life insurance policy – and maintaining it once it’s...
Purchasing Your First Life Insurance Policy
Life insurance, at its simplest, is a risk management strategy, similar to car insurance...
Understanding Emergency Funds
No one wants to get hit with the unexpected cost of a new roof or have to deal with a...