by Marilou Davido | Oct 22, 2023 | Resources
General Information A Roth IRA conversion is a financial strategy that allows individuals to transfer funds from a Traditional IRA or other qualified retirement account into a Roth IRA. There is no limit on the amount you can convert per year or lifetime, but, if...
by Marilou Davido | Oct 21, 2023 | Resources
Federal And Wisconsin Tax Deductions and Credits for Parents What federal and Wisconsin deductions and credits can I claim for a dependent? Here are some of the most common federal and Wisconsin tax deductions and credits for dependent children. Federal Credit...
by Marilou Davido | Oct 18, 2023 | Resources
Determining if you have enough life insurance and disability coverage is crucial to ensure financial security for you and your loved ones in case of unexpected events. Here’s a step-by-step guide to help you assess your coverage needs: For Life Insurance:...
by Marilou Davido | Oct 12, 2023 | Resources
The Key Differences between Short-term and Long-term Disability Insurance Short-term and long-term disability insurance are two types of coverage that provide financial protection in the event of an individual’s inability to work due to a disability or...
by Marilou Davido | Oct 10, 2023 | Resources
Employer group portable life insurance is a type of life insurance coverage offered through an employer as part of their employee benefits package. It provides employees the option to continue the insurance coverage even if they leave their job or experience...
by Marilou Davido | Oct 3, 2023 | Resources
Term Life Insurance and Whole Life Insurance are two distinct types of life insurance policies that can serve different purposes and have unique features. Here’s an explanation of the key differences between them: Coverage Duration: Term Life Insurance:...
