by Tara Mac | May 10, 2017
Expecting a tax refund? Here are three ways to make the most of that money. Pay down high-interest debt. If you were in a store and saw a $500 television marked down to $250, you’d think it was Boxing Day. Paying off your debts is like Black Friday for your finances....
by Tara Mac | Nov 14, 2016
Depending on an individual’s needs, desires and health condition, there are many types of insurance available. These include life insurance, income replacement, critical illness insurance and long- term care insurance. Temporary Coverage “Temporary” life and health...
by Tara Mac | Nov 14, 2016
Navigating the choppy markets we’ve seen over the past few years can test even the most seasoned investor’s commitment. This kind of market climate shows the real value of advice and professionally managed mutual funds. Recent research backs this up: Navigating the...
by Tara Mac | Nov 14, 2016
Building wealth through investing is a vital part of any financial plan but can often be one of the most confusing and emotionally challenging experiences you will encounter. Many marketers promise “get rich quick” stock suggestions or sure- fire “market timing”...
by Tara Mac | Jan 14, 2016
On January 1, 2017, new rules will change the way prescribed annuities are taxed, making them less tax-effective than they have been in the past. Fortunately, if you act before the deadline, you can lock in the existing — more generous — tax treatment for life. Here’s...
