Nerdwallet Federal Income Tax Brackets
Boglehads on Tax-efficient Fund Placement This article addresses some considerations when you have multiple investing accounts, including taxable and tax-advantaged accounts. Deciding in which account to hold which assets is known as Asset Location. Analysis can get quite detailed and contingent on many assumptions.
If you insist on going down the rabbit hole on asset location: Kitces on Asset Location
The Balance on What is an A-rated Insurance company
MIB Group, Inc. (“MIB”) is a membership corporation owned by over 400 member insurance companies in the US and Canada. Information you share with an insurer will be added to MIB’s database, where it will be accessible to insurance underwriters across the industry. Thus, if you were flagged with any past or existing conditions, these will be known, or accessible, to all insurers. I recommend requesting your MIB Consumer File at the bottom of this page.
Lemonade Inc. is a Public Benefit Corporation (B-Corp) providing home and renters insurance. According to the company's website, "Social impact is part of our legal mission and business model - not just marketing fluff."
Use the attached Insurance Types Checklist to inventory your existing insurance coverage, across all insurance products. (Delete the sample information and replace with your own.)
Note: You don't necessarily need all these policies. The coverage you need is determined by your household circumstances.
Here are some potential sources of disability insurance quotes.
Inclusion of a provider on this page does not indicate endorsement of their products and/or services. Providers are included here to give you some experience with the application process. Don't feel obligated to make any purchase(s).
Furthermore, I generally advise against engaging insurance agents as your overall financial advisor. If you do turn to insurance agents, don't get anything from them other than insurance.
Here are some potential sources of Term Life Insurance quotes.
Inclusion of a provider on this page does not indicate endorsement of their products and/or services. Providers are included here to give you some experience with the application process. Don't feel obligated to make any purchase(s).
Furthermore, I generally advise against engaging insurance agents as your overall financial advisor. If you do turn to insurance agents, don't get anything from them other than insurance.
Does genetic testing affect life insurance?
NPR: Genetic Testing Can Affect Your Ability to Get Insurance
How does pregnancy affect life insurance?
Bestow Blog on Buying Life Insurance While Pregnant
AIG Direct on Buying Life Insurance While Pregnant
Policy Genius Blog on Life Insurance and Pregnancy
Good Financial Cents Blog on Whether Pregnancy Affects Life Insurance
Life Insurance and suicide
Links to Check Advisor Background:
SEC Adviser Info, Investment Adviser Public Disclosure
Fee-Only Financial Advisors:
National Association of Personal Financial Advisors (NAPFA) – Fee-only financial advisors who take a fiduciary oath each year.
Garrett Planning Network – A network of fee-only financial planners
Government Regulators and Self-Regulating Agency Links:
Consumer Financial Protection Bureau (CFPB, 2011).
Securities and Exchange Commission (SEC)
Financial Industry Regulatory Authority, Inc. (FINRA)
Compare Professional Designations using FINRA’s tool
FINRA Financial Advisor Qualification Exams
Robo-Advisors:
Use the attached template to evaluate prospective advisors.
This document provides some highlights for a selection of popular financial institutions.
Some recommended podcasts on economics, finance, and investments.
Planet Money (NPR)
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