March 11, 2021 FORTAX

Policy Loans: Loan Implications

Policy Loans: Loan Implications It can be tempting to tap into the cash value of a life insurance policy that...

March 10, 2021 FORTAX

Policy Loans

Policy Loans It can be tempting to tap into the cash value of a life insurance policy that has been...

March 9, 2021 FORTAX

Surrendering Your Policy: Policy Implications

Surrendering Your Policy: Policy Implications It can be tempting to tap into the cash value of a life insurance policy...

March 8, 2021 FORTAX

Understanding Your Options for Accessing Cash in a Life Policy

Understanding Your Options for Accessing Cash in a Life Policy It can be tempting to tap into the cash value...

March 5, 2021 FORTAX

The Importance of Being Realistic About Your Finances

The Importance of Being Realistic About Your Finances The term “keeping up with the Joneses” has been used for years...

March 4, 2021 FORTAX

5 Financial Resolutions to Improve Your Cash Flow

5 Financial Resolutions to Improve Your Cash Flow By improving your cash flow — the money that comes in as...

March 3, 2021 FORTAX

4 Tips on How to Balance Financial Priorities

4 Tips on How to Balance Financial Priorities Mortgages, debt, retirement, insurance… it can seem impossible to do it all...

March 1, 2021 FORTAX

Avoid These 10 Common Tax Mistakes

Listen to this Podcast [gap] [divider width="100%" height="1.5px"] Avoid These 10 Common Tax Mistakes Filing your income taxes can be...

February 26, 2021 FORTAX

Reduce Taxes and Maximize Your Wealth

Reduce Taxes and Maximize Your Wealth Paying the least amount of tax yearly is critical to building your wealth. Consider...