Premature distributions from IRAs taken prior to age 59 ½ are generally subject to a 10 percent penalty. The purpose of this penalty is to prevent people with insufficient savings from retiring too early, spending their nest egg, and Read More...

Income tax planning should be a year-round activity, so it’s wise to regularly revisit these smart tax planning strategies in the context of your Read More...

Presented by Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: As a rule, annuities provide the contract owner with certain tax features, such as tax Read More...

Presented by Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: The primary purpose of life insurance is to provide financial security for families and Read More...

When reviewing investment performance, there’s a common misconception that unrealized and realized capital gain or loss is a measurement of Read More...

Presented by Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: For many, the holidays are a time for giving back—whether by donating to a favorite Read More...