Typically, insurance is considered an expense or a liability since insurance coverage such as home, auto, health or liability take money out of your pocket. But, what if there was an insurance product that put money in your pocket? Today, a portfolio of life insurance can serve as a separate asset class – one that [...]

Available at https://www.irs.gov/pub/irs-drop/rp-23-23.pdf Health savings accounts, or HSAs, are already a great way to set aside money for medical costs. The IRS recently announced that for 2024 it is making "the largest ever increase to the amount Americans can set aside in health savings accounts each year [...]

Following the death of a loved one, there are several matters to tend to that can be overwhelming at best.  These include personal, administrative, financial, and legal matters.  The importance of getting organized will help in addressing things in a timely manner, as well as avoiding unwanted situations or [...]