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  3. January 2017

January 2017

Financial Win-Win: Give to Charity and Avoid the Income Taxes on $100k

Submitted by FSB Financial Services on January 24th, 2017

The tax code, with all of its hundreds of pages of regulations, stipulations, and loopholes always leave something be learned. Not only is the U.S. Internal Revenue Code massive, different write-offs and deductions occur at different stages in life, so it’s unsurprising if you don’t know the details of the IRA (Individual Retirement Account) charitable rollover.

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Avoiding the Biggest Life Insurance Mistakes

Submitted by FSB Financial Services on January 9th, 2017

For anyone who has purchased life insurance, most would agree that it is one of the most critical financial moves they could make.  Yet, many people fail to give their life insurance purchase the meaningful consideration it requires. A life insurance purchase is for life, which means there are no “small” mistakes when purchasing it, only big, costly ones.

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Why Should I Buy an Annuity?

Submitted by FSB Financial Services on January 9th, 2017

Annuities are more than just financial products. They are financial solutions that fill a need or address a concern, whether it is for tax savings, guaranteed income for life, portfolio stability, guaranteed growth, or simply some peace-of-mind.  But, they are also somewhat complex, which is, perhaps, why some people shy away from them.

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Financial Resolutions: 6 Tips to keep you Accountable

Submitted by FSB Financial Services on January 9th, 2017

After the ball drops on New Year’s Eve, we dig up our hopes and dreams and make some resolutions. Getting back in the gym, losing weight, and eating clean, are usually at the top of the list, but what about your finances? The health of your accounts, spending habits, and investments are just as important to evaluate.

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Recent Blog Posts

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  • Video: Helpful Life Insurance Advice You Can Use

Archived Blog

  • April 2017 (2)
  • March 2017 (4)
  • February 2017 (4)
  • January 2017 (4)
  • October 2016 (1)
  • September 2016 (1)
  • August 2016 (2)
  • July 2016 (2)

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Insurance Services offered through FSB FINANCIAL SERVICES. Advisory Services offered through BRADFORD FINANCIAL CENTER. Securities offered through UNITED PLANNERS FINANCIAL SERVICES, A Limited Partnership. Member FINRA and SIPC
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