Premium Tax Credit: Are You Eligible For This Health Insurance Tax Break?
The tax credit can help qualifying individuals pay for coverage from the Affordable Care Act’s health insurance marketplace.
What You Should Know About Spousal IRAs
As 2024 winds down, right now is the time to look at how you plan to handle your charitable giving. The sooner you start, the ...
Winners and Losers of Fed Rate Cuts
Navigating interest-rate changes can seem daunting, but these areas of the fixed-income market could perform better (or worse ...
Six Ways to Optimize Your Charitable Giving Before Year-End
As 2024 winds down, right now is the time to look at how you plan to handle your charitable giving. The sooner you start, the ...
Structured Settlement Annuity vs Lump-Sum Payout: Which Is Better?
As the use of structured settlement annuities grows, it can be tough to decide whether to take the lump sum to invest or opt ...
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How Preferred Stocks Can Boost Your Retirement Portfolio
Many of the clients who come to us at SAM are looking to build a retirement portfolio that generates a steady stream of ...
Senior Living and Memory Care Facilities Improving, Says Survey
As important as it is that your loved ones receive the very best care possible to live a happy and fulfilled life, cost also plays a part in choosing a facility. According to the Genworth Cost of Care ...
Like the ETF? Check Out the Cheaper Clone
Name-brand ETFs are offering lower-cost, higher-returning versions of their famous funds. For long-term investors, they might ...