Month: May 2017

Taxation of Insurance Payouts by Product: A Quick Reference

Insurance products are incredibly complex.  The policies can have documentation longer than most novels, filled with legal jargon, caveats, restrictions, riders, hidden fees, and a host of other variables that can at times make your mind spin.  And those are …

The Privileged Population of Technology & the Downturn of Manufacturing: What it Means for P2P Lending

Many new investable asset classes have emerged in the FinTech revolution, the most prominent of which might be peer-to-peer (P2P) lending, which allows retail investors to lend money directly to other individuals.  The yields are very attractive, ranging …

Marriage, Divorce, and Social Security: What You Need to Know

Are you married and close to filing for Social Security benefits?  Divorced but married for at least 10 years in the past?  If so, there are some important variables to consider in your Social Security claiming strategy.  In this …