As J$ pointed out at Budgets Are Sexy, September is Life Insurance Awareness Month. I come across people all the time who either think they don’t need life insurance (and do need it), or think they have enough (when they are substantially under-insured), or think that they can’t afford it …
In all 401K, IRA, and HSA accounts, as well as life insurance policies and bank accounts, there is a form linked to the account naming beneficiaries if the owner of the account were to pass away. These forms are usually filled out when the account is created (if even at …
I don’t think that getting married should affect your tax situation either way, but our tax code is a monster containing many latent effects from numerous revisions and additions over time. How much of a difference can getting married actually make in your tax return? It depends mostly on how …
Due to the nature of the Social Security program there is an impending bottleneck coming up where the trust fund that has been built up will be depleted and incoming payroll taxes will not be enough to cover full promised benefits. It looks like 2034 is the magic year in …