Tag: taxes
Term vs. Whole Life Insurance: What Is the Difference?
September 03, 2024. Robert Yaniz Jr
Thinking about life insurance but not sure if you should go with a whole or term policy? We explore the basics of each to help you determine which plan is right for you.
When Should You Take RMDs?
August 21, 2024. Meredith Bethune
Is it better to take your required minimum distributions monthly or annually? Here are the pros and cons associated with the timing of RMDs.
Money Mistakes to Avoid in Retirement
August 13, 2024. Meredith Bethune
Ready for retirement? Consider these factors when planning to get the most from your savings.
Retirement Withdrawal Strategies to Think About
July 17, 2024. Meredith Bethune
How to ensure your nest egg lasts through your golden years.
How Much to Put Down on a House
June 03, 2024. Ellen R. Delisio
Down payments for homes can vary widely, so start with a budget for mortgage and settling in costs.
Should You Buy Out Your Car Lease?
March 17, 2024. Andrew Sheldon
The end of your lease agreement doesn’t have to mean saying goodbye to a good car – and it could be a smart financial move.
Smart Personal Savings and Budgeting Apps
March 15, 2024. AAA Staff
Sound practices and the right tools can give your personal savings a boost.
Building Your Budgeting Toolbox
February 13, 2024. Marisa Perjatel
Like any job, budgeting becomes easier when you have the right tools. Find out what you need to know to save.
What to Know About Wills and Estate Preparation
January 29, 2024. Joanna Cutrara
Wills and estates are an essential part of retirement planning. Get started on this important step with these basics.
Important Financial Dates For 2024
January 24, 2024. Andrew Sheldon
You likely already know that Tax Day is April 15, but here are a few other important financial dates to know in 2024.
First-Time Homebuyers’ Guide
August 28, 2023. Peter Vey
First-time homebuyers can run into some confusing issues, but don’t worry. This guide can help you on your exciting new journey.
8 PGA Championship Golf Courses in the Northeast
August 25, 2023. Andrew Sheldon
Want to play where the pros play? These golf courses have all hosted the PGA Championship.
Social Security Resources: Quiz, Calculators and More
March 27, 2023. Andrew Sheldon
These Social Security resources will help you understand when it’s best to retire and how much you can expect in benefits.
Does Life Insurance Get Taxed?
March 20, 2023. Marisa Perjatel
Answers to questions about life insurance and taxes that policyholders and beneficiaries should know.
5 Easy Ways to Simplify Family Vacation Planning
February 15, 2023. Zachary Duhamel
Excited for a family trip but not so thrilled about the planning? Start with these tips and the rest will fall into place.
File Taxes ASAP, Get Your Refund Sooner
January 30, 2023. Sarah Hopkins
It’s not April yet, but it’s still tax season! Here’s why you shouldn’t wait until the last minute to file your taxes.
How Could the Inflation Reduction Act Impact Your Taxes?
November 15, 2022. Sarah Hopkins
Are you going green? Learn how the Inflation Reduction Act might impact and benefit you.
Flight Rights: Get to Know Your Airline Passenger Bill of Rights
September 26, 2022. Angelica Beneke
Do you know that you have certain rights as an airline passenger? Learn more about your bill of rights on the ground and in the air.
How to Donate Your Car
September 07, 2022. Andrew Sheldon
Donating your car to charity has several benefits, but the process can be tricky if you’ve never done it before.
You Bought (or Sold) a House! What to Expect on Closing Day
August 09, 2022. Shantal Riley
A rundown of business that needs to be taken care of on closing day and what you can do to prepare.