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Insurance and Taxes

Protect yourself from unforeseen circumstances and maximize your tax benefits based on your lifestyle and values.

paper cut-out family being protected

When do you have enough insurance? How much insurance you need depends on your assets and risks. It’s important to know what makes a good insurance deal and what affects your insurance costs.

IRS form 1040

Get SAM's tax time tips, whether you do your own taxes or not. Protect personal information when filing taxes and discover ways to use your tax refund wisely.