What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Medicare vs. Medicaid
The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
How literate are you when it comes to your finances? Brush up with these five basics.
Here are 5 reason why you may consider working through retirement.
Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage
65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.
Five phases to changing unhealthy behaviors.
This calculator may help you estimate how long funds may last given regular withdrawals.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how much income may be needed at retirement to maintain your standard of living.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
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.
What is your plan for health care during retirement?
There are three things to consider before dipping into retirement savings to pay for college.
Do you have causes that you want to support with donations?
It’s never a bad time to speak with your financial professional about changes in your situation.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.