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Substantiating charitable gifts: Do you know the rules?
When it comes to substantiating charitable contributions, form generally matters. A contribution may be perfectly legitimate, but if you fail to document it properly, you could lose a valuable tax deduction. Recently, the IRS issued final substantiation regulations that originally …
Read moreDisability insurance: Are you really protected?
Disability insurance: Are you really protected? Your ability to earn an income is one of your greatest assets. So a disability that prevented you from working would be devastating to your financial well-being. Disability insurance can help protect this asset, …
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Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC, 530 Fifth Avenue, 14th Floor, New York, NY 10036, 212.536.6000. Fee based planning services are offered through Lenox Wealth Advisors, LLC (LWA), a registered investment adviser. Services will be referred by qualified representatives of MML Investors Services, LLC (MMLIS). LWA is a subsidiary of NFP Corp. (NFP) and affiliated under common control with Lenox Advisors. Lenox Advisors and LWA are not subsidiaries or affiliates of MMLIS, or its affiliated companies. CRN202109-253856 Check the background of MML Investors Services, LLC on FINRA’s BrokerCheck
