Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Bonds may outperform stocks one year only to have stocks rebound the next.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
The federal government requires deceased individuals to file a final income tax return.
This calculator helps estimate your federal estate tax liability.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to estimate your capital gains tax.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to assess the potential benefits of a home mortgage deduction.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Investors seeking world investments can choose between global and international funds. What's the difference?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Make your retirement as exciting as your next vacation.
Women must be ready to spend, on average, more years in retirement than men.