Frank Wilson

Frank Wilson Live Money Advisor

Property taxes too high? Here are ways to potentially lower your assessment.
10/03/2025

Property taxes too high? Here are ways to potentially lower your assessment.

For homeowners who think their property taxes are too high, there are ways to appeal.

The IRS can tax up to 85% of Social Security benefits. It may be possible to manage the tax bill.
10/02/2025

The IRS can tax up to 85% of Social Security benefits. It may be possible to manage the tax bill.

Estimate how much of your Social Security benefit may be considered taxable.

U.S. Service Members should consider taking advantage of programs that are available.
10/01/2025

U.S. Service Members should consider taking advantage of programs that are available.

Military families face unique challenges, making personal finance even more critical.

If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the...
09/30/2025

If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

Embrace the new digital era and ensure careful ownership, management, and estate strategy for your intellectual property...
09/29/2025

Embrace the new digital era and ensure careful ownership, management, and estate strategy for your intellectual property.

Intellectual property ownership and its implications for ordinary people and estates.

Concerned about identity theft? Some things to leave at home.
09/27/2025

Concerned about identity theft? Some things to leave at home.

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

Do you have intellectual property? Have you incorporated it into your estate strategy? Read more about how you might inc...
09/26/2025

Do you have intellectual property? Have you incorporated it into your estate strategy? Read more about how you might incorporate your IP into your estate strategy in this detailed article.

Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.

What's better—a 30-year or 15-year fixed-rate home mortgage? The answer may surprise you.
09/25/2025

What's better—a 30-year or 15-year fixed-rate home mortgage? The answer may surprise you.

Estimate the total cost in today's dollars of various mortgage alternatives.

What steps might help you sustain and grow your retirement savings? This piece explores them.
09/24/2025

What steps might help you sustain and grow your retirement savings? This piece explores them.

Steps to help you sustain and grow your retirement savings.

A will may be only one of the documents you need—and one of the factors you should consider—when it comes to managing yo...
09/23/2025

A will may be only one of the documents you need—and one of the factors you should consider—when it comes to managing your estate.

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

This piece presents an overview of fundamental steps to consider when a loved one passes.
09/22/2025

This piece presents an overview of fundamental steps to consider when a loved one passes.

An overview of some fundamental steps when a loved one passes.

Looking to create a financial legacy for your heirs while managing taxes? Grantor Retained Annuity Trusts (GRATs) may be...
09/20/2025

Looking to create a financial legacy for your heirs while managing taxes? Grantor Retained Annuity Trusts (GRATs) may be the solution you're looking for. Explore how GRATs can help you transfer wealth and reduce gift tax liability.

Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.

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76301

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