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Things To Do Before Purchasing a Home

You’ve finally decided that it’s time to buy a house. Your family looks at area listings and picks out a few homes to view. In the process, you find the house of your dreams, only to watch it slip away as another potential buyer puts a bid on it, backed by their preapproval, whereas you don’t even know what your credit score is.

Health Insurance 101

Health insurance used to be a fairly simple process. But today, whether obtaining health insurance privately or through an employer, we’re being offered a variety of insurance plans with varying benefit levels, making the choice more difficult.

Before you enroll in another health insurance plan, here are some common terms you need to know – and understand:

Health Insurance 101

Health insurance used to be a fairly simple process. But today, whether obtaining health insurance privately or through an employer, we’re being offered a variety of insurance plans with varying benefit levels, making the choice more difficult.

Before you enroll in another health insurance plan, here are some common terms you need to know – and understand:

Infographic: Saving for Your Child's School

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Why Financial Advisors Are Still Necessary

The rising popularity of robo-advisors has some in the industry wondering whether this is the beginning of the end for financial advisors.

In reality, robo-advisors have been able to do something that traditional financial advisors have not; get those with limited resources to begin creating a portfolio of investments.

Planning your Estate

Accepting one’s own mortality is a tough pill to swallow. As such, estate planning can be a morbid topic that lingers in the background of our lives ominously. Nobody wants to plan for their own death! However, the repercussions your family will face are dire if you delay preparing for the unforeseen curveballs that life throws our way.

Tax Planning Basics

For years it was assumed that tax planning was reserved for the wealthy. While wealthy individuals will see the most benefit from tax planning, with big changes looming for the 2018 tax year, even middle-income earners can reap the benefits of tax planning.  

A Summary of 2018 Tax Changes

The Trump administration’s new tax reform bill was signed into law in December of 2017, representing the first major tax change in over 30 years. The changes are significant and are likely to affect nearly everyone in some measure; some positively, while others may find themselves with a higher tax bill in 2018.

Infographic: Renting Your Home? Why Renter’s Insurance is a Must

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Know Your Credit Score

Credit Management in the 21st Century

In today’s world, good credit is a necessity. Today, our credit score affects much more than our ability to buy a house or finance a car. Our credit score can also affect our insurance premium, our ability to rent an apartment, and even our ability to get a job.

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Securities offered through Avantax Investment ServicesSM, Member FINRA/SIPC. Investment advisory services offered through Avantax Advisory ServicesSM. Insurance services offered through an Avantax affiliated insurance agency. 

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This information is not intended as specific tax or legal advice. Please consult our firm and your legal professional for specific information regarding your individual situation.

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