
Feb. 23, 2016 The Truth Behind Tax Rates
If your income tax is calculated using the progressive tax struxcture, you may qualify for a lower tax bracket. Our partners at Jackson National are bringing this month's financial digest with an infographic that lays out how this tax structure may benefit the client.
Read more
Oct. 16, 2015 Case Study: Donor-Advised Fund
Brought to you by Renaissance Charitable Foundation, this case study is perfect for those looking to extend their charitable giving, and increase their tax savings!
Read more
Sept. 21, 2015 Social Security Options for Spouses, Widows and Ex-Spouses
Our partners at Franklin Templeton Investments are proud to bring you the following resource for understanding social security options as they pertain to your marital status.
Read more
Sept. 21, 2015 Life Insurance Tax Features: What You Should Know
Presented by Manning Wealth Management
Read more