When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Certain Uncertainties in Retirement
The uncertainties we face in retirement can erode our sense of confidence.
Five creative (and inexpensive) ideas for motivating your employees.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.
It's important to make sure your retirement strategy anticipates health-care expenses.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
This calculator helps estimate your federal estate tax liability.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate your monthly and annual income from various IRA types.
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.
How federal estate taxes work, plus estate management documents and tactics.
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.
If you died, what would happen to your email archives, social profiles and online accounts?
When you retire, how will you treat your next chapter?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
There are a few things to consider when buying or leasing your next vehicle.
Would you guess that Millennials are effectively saving for retirement? Well, they are.