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Forbes’ recent article, “Are Life Insurance Proceeds Subject to Taxes?” says that your beneficiary typically won’t be required to pay income tax on death benefits.

“Over time, many people have wished that Social Security would become more user-friendly and quicker to provide its “customers” (you and me) with special services

Perhaps you’re considering retirement and succession planning for your business. One option is to transfer the business to children to minimize estate taxes; however, there

Comedic actor Gene Wilder, who died last week at age 83 from complications of Alzheimer’s disease, didn’t tell anyone about his illness for at least

Did you know that if you own a life insurance policy in your own name, its proceeds will be included in your estate, and there’s

Here’s a riddle: What do painter Pablo Picasso, former NFL quarterback Steve McNair and rock star Prince all have in common? Each died without an

Federal law is pretty clear cut regarding what happens to company retirement plan assets if a married participant dies on the job. In that scenario,

Let’s look at a difficult but very common scenario where a husband or wife has an immediate need for nursing home care. Unfortunately, the couple

A sound understanding of your financial status is critical to planning, budgeting and saving toward retirement. Many couples who share their lives together have no

“What happens if you don’t make changes?” While you don’t plan ahead for a divorce, you should immediately take steps to ensure your interests are

To join us for this Boot Camp on October 14th please contact the office via telephone 717-845-5390, email – [email protected] or fax – 717-845-5408. We

“Some workers may be too old to contribute to a traditional IRA.” Kiplinger’s recent article, “Tax-Smart Ways to Save When You’re Too Old for a