Why Everyone Needs an Estate Strategy
Do you have an estate strategy? You should.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Important items to consider when purchasing condo insurance.
A few strategies that may help you prepare for the cost of higher education.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
What is your plan for health care during retirement?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
What if instead of buying that vacation home, you invested the money?
It’s never a bad time to speak with your financial professional about changes in your situation.
Do you know these three personal finance sayings?