Broker Check

Tax

Have a question about this topic?

Thank you!
Oops!
Image for 2026 Tax Law Changes

2026 Tax Law Changes

The One Big Beautiful Bill is now law. Here's a clear breakdown of what changed, what's temporary, and what it means for you.

Image for Split Annuity Strategy

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

Image for Financial Aid for Students 101

Financial Aid for Students 101

Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.

Five Most Overlooked Tax Deductions

Five overlooked tax deductions to help manage your tax bill.

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.

Filing Final Tax Returns for the Deceased

The federal government requires deceased individuals to file a final income tax return.

How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.