1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Second marriages are a trigger event to revisit any existing estate strategies.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to estimate your capital gains tax.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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
Using smart management to get more of what you want and free up assets to invest.
Do you have causes that you want to support with donations?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Estate conservation is too important to put off. Do you have a smart exit strategy?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
There are a few things to consider when buying or leasing your next vehicle.
It's easy to let investments accumulate like old receipts in a junk drawer.