A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Best Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
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.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
When to start? Should I continue to work? How can I maximize my benefit?
This worksheet can help you estimate the costs of a four-year college program.
Ascertaining the value of your business is important for a variety of reasons.
For homeowners who think their property taxes are too high, there are ways to appeal.
A letter of instructions provides additional and more personal information regarding your estate.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how much income may be needed at retirement to maintain your standard of living.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
When do you need a will? The answer is easy: right now.
A quick history of the Federal Reserve and overview of what it does.
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
The decision whether to buy or rent a home may have long-term implications.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
$1 million in a diversified portfolio could help finance part of your retirement.