The Latest on Wealth Taxes
The concept of a wealth tax—applying a tax to the value of someone’s assets—has become popular in some state legislatures in the last few years. Are they likely to catch on anytime soon?
Social Security and Divorce
Divorced spouses may be caught unaware that they could be eligible for a Social Security benefit based on their ex’s work history. The rules are complicated, but if you’re in that situation, there may be a pleasant surprise waiting for you: collecting a Social Security benefit you didn’t even know existed.
How Much Does Life Insurance Really Cost?
A recent survey by LIMRA presented a jarring statistic: young adults believe that the cost of a life insurance policy is 10 to 12 times higher than it really is. The truth is that, for young people, the security and peace of mind a life insurance policy may provide may be a lot more affordable than you think.
The IRS Dirty Dozen 2026
The IRS has published its annual “Dirty Dozen” list for 2026. As always, scammers keep coming up with new tricks to snare unsuspecting taxpayers. It’s best to know what you’re up against!
So, What Exactly Is a Trump Account?
Trump Accounts were just signed into law last July, and they are undeniably popular. Are they worth looking into?
Estate Planning When You Live in a Foreign Country
There are many American citizens who will spend an extended period outside the United States. What happens to your estate if you die while residing in a foreign country? It’s complicated. Planning is essential.