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As the hot weather kicks in this summer, now is an opportune time to explore proactive tax strategies that can help manage your 2025 tax liabilities and lead to a refund. Planning with these cool tax tips can help you maximize 2025 tax deductions and credits.

While enjoying the sunny days of summer, why not take a moment to consider how deferred annuities can help keep your retirement savings plans cool? These insurance products can add a layer of security and offer additional benefits as part of a financial strategy. Here’s what to know about annuities and why they may suit you.

Life insurance is a financial safety net that provides a death benefit to beneficiaries after death. However, the question arises: How much life insurance do you need?